-74.2%
OPEN vs LUV
+19.9%
-94.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.3% |
| 7D | -11.4% | -1.0% | -10.5% | -10.9% |
| 30D | -20.1% | -12.4% | -7.7% | -12.6% |
| 3M | -37.6% | -11.0% | -26.6% | -32.0% |
| 6M | -47.1% | -5.0% | -42.1% | -45.4% |
| YTD | -52.1% | -3.8% | -48.4% | -52.9% |
| 1Y | -73.5% | +25.9% | -99.4% | -78.8% |
| 3Y | -24.4% | +42.2% | -66.6% | -48.8% |
| 5Y | -85.1% | -10.8% | -74.4% | -86.1% |
| All | -74.2% | +19.9% | -94.1% | -76.3% |
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