-24.1%
OPEN vs LUV
+38.8%
-62.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | 0.0% | -6.7% | -6.7% |
| 7D | -10.5% | -0.1% | -10.4% | -10.5% |
| 30D | -21.8% | -14.6% | -7.2% | -14.2% |
| 3M | -37.5% | -5.7% | -31.8% | -34.8% |
| 6M | -44.1% | -8.4% | -35.7% | -41.1% |
| YTD | -52.0% | -5.1% | -46.8% | -51.9% |
| 1Y | -52.2% | +26.6% | -78.8% | -60.7% |
| All | -24.1% | +38.8% | -62.9% | -50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling