+40.6%
NVDL vs LUV
+24.6%
+16.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | +1.2% |
| 7D | +11.7% | +0.4% | +11.3% | +11.5% |
| 30D | +7.8% | -18.4% | +26.3% | +12.5% |
| 3M | +3.3% | -3.2% | +6.5% | +4.0% |
| 6M | +38.9% | -14.8% | +53.7% | +37.0% |
| YTD | +28.5% | -2.9% | +31.3% | +29.1% |
| 1Y | +40.6% | +29.6% | +11.0% | +59.8% |
| All | +40.6% | +24.6% | +16.0% | +59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling