+0.8%
SCHW vs LUV
+57.3%
-56.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.8% | -2.3% | +3.9% |
| 7D | +5.2% | +6.8% | -1.6% | +4.5% |
| 30D | -4.7% | +10.9% | -15.6% | -5.6% |
| 3M | -11.9% | -4.2% | -7.7% | -11.8% |
| 6M | +2.7% | +22.1% | -19.4% | 0.0% |
| YTD | -5.6% | +13.8% | -19.4% | -6.7% |
| 1Y | +0.8% | +59.2% | -58.5% | -6.7% |
| All | +0.8% | +57.3% | -56.6% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling