+65.1%
RSP vs LUV
+111.1%
-45.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | +2.4% | +1.1% | +1.3% | +2.2% |
| 30D | +4.3% | +14.2% | -10.0% | +1.7% |
| 3M | -0.3% | +0.6% | -1.0% | -0.6% |
| 6M | +9.8% | +15.1% | -5.2% | +6.5% |
| YTD | +16.8% | +10.2% | +6.6% | +13.0% |
| 1Y | +19.5% | +38.4% | -18.9% | +10.2% |
| 3Y | +65.1% | +107.5% | -42.3% | +33.4% |
| All | +65.1% | +111.1% | -45.9% | +33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling