+230.8%
RDW vs LUV
+40.8%
+190.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -3.1% |
| 7D | +0.9% | -1.0% | +1.8% | +1.3% |
| 30D | -21.3% | -12.4% | -8.9% | -15.4% |
| 3M | -37.9% | -11.0% | -26.9% | -34.6% |
| 6M | +12.3% | -5.0% | +17.2% | +13.1% |
| YTD | +39.7% | -3.8% | +43.5% | +36.2% |
| 1Y | +25.7% | +25.9% | -0.2% | +3.1% |
| 3Y | +230.8% | +42.2% | +188.6% | +100.5% |
| All | +230.8% | +40.8% | +190.1% | +100.5% |
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 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