+1,065.2%
NRG vs LUV
+20.2%
+1,044.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.2% |
| 7D | -4.7% | -1.0% | -3.7% | -4.4% |
| 30D | -6.0% | -12.4% | +6.4% | -2.5% |
| 3M | -8.0% | -11.0% | +3.0% | -5.4% |
| 6M | -23.2% | -5.0% | -18.2% | -22.8% |
| YTD | -28.1% | -3.8% | -24.3% | -28.7% |
| 1Y | -27.3% | +25.9% | -53.2% | -33.5% |
| 3Y | +208.7% | +42.2% | +166.4% | +162.6% |
| 5Y | +197.7% | -10.8% | +208.4% | +182.2% |
| All | +1,065.2% | +20.2% | +1,044.9% | +745.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling