+19.3%
RF vs LUV
+44.0%
-24.7%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.3% | +6.6% | -6.3% | -1.3% |
| 30D | +6.2% | +11.2% | -5.0% | +3.3% |
| 3M | -7.8% | +3.6% | -11.5% | -9.0% |
| 6M | +5.9% | +13.1% | -7.2% | +2.1% |
| YTD | +9.0% | +13.6% | -4.5% | +5.0% |
| 1Y | +19.3% | +44.4% | -25.1% | +5.2% |
| All | +19.3% | +44.0% | -24.7% | +5.2% |
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