+5,285.6%
O vs LUV
+1,020.4%
+4,265.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.3% | +0.7% | -2.9% | -2.4% |
| 30D | -2.4% | -13.4% | +11.0% | +0.6% |
| 3M | -0.6% | -9.6% | +9.0% | +1.1% |
| 6M | -5.0% | -8.9% | +3.9% | -4.1% |
| YTD | +10.4% | -5.2% | +15.5% | +9.5% |
| 1Y | +6.6% | +27.0% | -20.5% | -1.4% |
| 3Y | +28.4% | +39.6% | -11.2% | +11.9% |
| 5Y | +15.3% | -14.4% | +29.7% | +10.1% |
| 10Y | +55.3% | +17.3% | +38.0% | +31.6% |
| All | +5,285.6% | +1,020.4% | +4,265.2% | +2,922.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling