+8,798.6%
ROL vs LUV
+4,374.9%
+4,423.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.1% |
| 7D | -3.4% | +3.1% | -6.5% | -4.0% |
| 30D | -6.9% | -17.4% | +10.5% | -3.7% |
| 3M | -24.6% | -4.9% | -19.7% | -24.2% |
| 6M | -39.5% | -5.7% | -33.8% | -39.4% |
| YTD | -41.1% | -5.2% | -35.9% | -41.4% |
| 1Y | -37.9% | +24.1% | -62.1% | -41.4% |
| 3Y | +0.8% | +39.6% | -38.8% | -9.9% |
| 5Y | -4.7% | -12.5% | +7.8% | -8.6% |
| 10Y | +207.9% | +12.9% | +194.9% | +164.2% |
| All | +8,798.6% | +4,374.9% | +4,423.6% | +4,016.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling