-89.0%
OPEN vs LUV
+37.3%
-126.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.2% |
| 7D | -15.0% | +1.1% | -16.1% | -15.6% |
| 30D | -40.2% | +14.2% | -54.4% | -44.9% |
| 3M | -67.4% | +0.6% | -68.0% | -67.2% |
| 6M | -74.0% | +15.1% | -89.1% | -76.1% |
| YTD | -79.6% | +10.2% | -89.8% | -81.5% |
| 1Y | -86.1% | +38.4% | -124.5% | -89.4% |
| 3Y | -41.4% | +107.5% | -148.9% | -70.1% |
| 5Y | -94.9% | +1.1% | -96.0% | -95.6% |
| All | -89.0% | +37.3% | -126.3% | -90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling