+1,144.5%
RSP vs LUV
+235.4%
+909.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | +2.4% | +1.1% | +1.3% | +2.0% |
| 30D | +4.3% | +14.2% | -10.0% | -0.3% |
| 3M | -0.3% | +0.6% | -1.0% | -0.9% |
| 6M | +9.8% | +15.1% | -5.2% | +3.8% |
| YTD | +16.8% | +10.2% | +6.6% | +9.9% |
| 1Y | +19.5% | +38.4% | -18.9% | +3.9% |
| 3Y | +65.1% | +107.5% | -42.3% | +18.6% |
| 5Y | +48.7% | +1.1% | +47.6% | +33.8% |
| 10Y | +213.6% | +16.0% | +197.5% | +148.1% |
| All | +1,144.5% | +235.4% | +909.1% | +428.6% |
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