+1,127.7%
RSP vs LUV
+195.7%
+932.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -1.2% |
| 7D | -0.8% | +0.4% | -1.2% | -0.9% |
| 30D | -0.3% | -18.4% | +18.1% | +6.2% |
| 3M | +4.3% | -3.2% | +7.5% | +4.7% |
| 6M | +8.8% | -14.8% | +23.7% | +12.9% |
| YTD | +15.3% | -2.9% | +18.1% | +13.2% |
| 1Y | +18.3% | +29.6% | -11.3% | +4.9% |
| 3Y | +52.8% | +35.2% | +17.6% | +27.2% |
| 5Y | +51.7% | -11.7% | +63.4% | +42.5% |
| 10Y | +208.5% | +21.6% | +186.9% | +138.9% |
| All | +1,127.7% | +195.7% | +932.1% | +444.7% |
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