+9,850.6%
ROL vs LUV
+5,100.5%
+4,750.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.7% |
| 7D | +3.0% | +1.1% | +1.9% | +2.8% |
| 30D | +19.8% | +14.2% | +5.5% | +16.9% |
| 3M | +7.9% | +0.6% | +7.3% | +7.6% |
| 6M | -25.6% | +15.1% | -40.7% | -27.9% |
| YTD | -34.1% | +10.2% | -44.3% | -36.3% |
| 1Y | -31.4% | +38.4% | -69.8% | -36.4% |
| 3Y | +4.7% | +107.5% | -102.8% | -13.2% |
| 5Y | +15.6% | +1.1% | +14.5% | +8.2% |
| 10Y | +220.6% | +16.0% | +204.6% | +175.0% |
| All | +9,850.6% | +5,100.5% | +4,750.1% | +4,373.2% |
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 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