+1,422.9%
RF vs LUV
+5,260.2%
-3,837.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.3% | +6.6% | -6.3% | -2.0% |
| 30D | +6.2% | +11.2% | -5.0% | +2.0% |
| 3M | -7.8% | +3.6% | -11.5% | -9.4% |
| 6M | +5.9% | +13.1% | -7.2% | +0.3% |
| YTD | +9.0% | +13.6% | -4.5% | +1.3% |
| 1Y | +19.3% | +44.4% | -25.1% | +1.4% |
| 3Y | +116.4% | +113.2% | +3.2% | +53.3% |
| 5Y | +46.0% | +1.5% | +44.5% | +33.7% |
| 10Y | +239.8% | +20.2% | +219.6% | +189.4% |
| All | +1,422.9% | +5,260.2% | -3,837.3% | +475.7% |
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