-73.5%
OPEN vs LUV
+27.4%
-100.9%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.0% |
| 7D | -11.4% | -1.0% | -10.5% | -11.0% |
| 30D | -20.1% | -12.4% | -7.7% | -15.1% |
| 3M | -37.6% | -11.0% | -26.6% | -33.4% |
| 6M | -47.1% | -5.0% | -42.1% | -45.3% |
| YTD | -52.1% | -3.8% | -48.4% | -51.4% |
| 1Y | -73.5% | +25.9% | -99.4% | -77.2% |
| All | -73.5% | +27.4% | -100.9% | -77.2% |
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