+203.4%
RSP vs LUV
+18.6%
+184.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -3.4% | -14.6% | +11.2% | +1.0% |
| 3M | +3.6% | -5.7% | +9.3% | +4.8% |
| 6M | +9.0% | -8.4% | +17.4% | +10.4% |
| YTD | +12.2% | -5.1% | +17.3% | +11.2% |
| 1Y | +15.6% | +26.6% | -11.0% | +4.2% |
| 3Y | +51.6% | +39.7% | +12.0% | +26.3% |
| 5Y | +50.4% | -12.0% | +62.4% | +42.9% |
| All | +203.4% | +18.6% | +184.9% | +161.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling