-26.7%
RIOT vs LUV
-11.9%
-14.8%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +1.5% |
| 7D | -1.5% | -1.0% | -0.6% | -0.9% |
| 30D | +5.7% | -12.4% | +18.0% | +15.8% |
| 3M | -17.9% | -11.0% | -6.9% | -10.7% |
| 6M | +45.0% | -5.0% | +49.9% | +50.9% |
| YTD | +69.5% | -3.8% | +73.2% | +68.1% |
| 1Y | +37.2% | +25.9% | +11.3% | +9.1% |
| 3Y | +111.7% | +42.2% | +69.5% | +38.6% |
| All | -26.7% | -11.9% | -14.8% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling