-84.0%
OPEN vs LUV
-14.7%
-69.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -2.9% | +0.7% | -3.6% | -3.4% |
| 30D | -13.8% | -13.4% | -0.3% | -3.5% |
| 3M | -30.9% | -9.6% | -21.3% | -25.1% |
| 6M | -40.9% | -8.9% | -32.0% | -37.0% |
| YTD | -48.5% | -5.2% | -43.4% | -49.4% |
| 1Y | -50.9% | +27.0% | -77.9% | -63.1% |
| 3Y | -20.6% | +39.6% | -60.3% | -52.8% |
| All | -84.0% | -14.7% | -69.3% | -84.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling