-47.1%
OPEN vs LUV
+24.6%
-71.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | -0.6% |
| 7D | -4.3% | +0.4% | -4.7% | -4.4% |
| 30D | -16.2% | -18.4% | +2.2% | -6.6% |
| 3M | -36.4% | -3.2% | -33.1% | -34.3% |
| 6M | -35.5% | -14.8% | -20.6% | -30.7% |
| YTD | -46.0% | -2.9% | -43.1% | -45.8% |
| 1Y | -47.1% | +29.6% | -76.7% | -61.9% |
| All | -47.1% | +24.6% | -71.7% | -61.9% |
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