+54.2%
RGTI vs LUV
-32.2%
+86.4%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.1% |
| 7D | +0.5% | -1.0% | +1.4% | +0.9% |
| 30D | -17.1% | -12.4% | -4.7% | -11.8% |
| 3M | -26.0% | -11.0% | -15.0% | -22.0% |
| 6M | -9.9% | -5.0% | -4.9% | -8.0% |
| YTD | -31.1% | -3.8% | -27.3% | -31.7% |
| 1Y | -8.5% | +25.9% | -34.4% | -21.3% |
| 3Y | +652.2% | +42.2% | +610.0% | +479.3% |
| 5Y | +56.8% | -10.8% | +67.5% | +34.4% |
| All | +54.2% | -32.2% | +86.4% | +31.5% |
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 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