-39.5%
ROL vs LUV
+27.4%
-66.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.4% |
| 7D | -3.2% | -1.0% | -2.2% | -3.1% |
| 30D | -4.9% | -12.4% | +7.5% | -3.9% |
| 3M | -25.8% | -11.0% | -14.8% | -25.1% |
| 6M | -37.6% | -5.0% | -32.6% | -37.3% |
| YTD | -41.5% | -3.8% | -37.7% | -41.1% |
| 1Y | -39.5% | +25.9% | -65.4% | -40.2% |
| All | -39.5% | +27.4% | -66.9% | -40.2% |
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