-48.8%
SE vs LUV
+57.3%
-106.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.8% | -2.4% | +3.0% |
| 7D | +6.7% | +6.8% | -0.1% | +5.2% |
| 30D | -17.2% | +10.9% | -28.1% | -19.0% |
| 3M | -28.0% | -4.2% | -23.8% | -27.5% |
| 6M | -6.1% | +22.1% | -28.3% | -9.7% |
| YTD | -37.1% | +13.8% | -51.0% | -39.1% |
| 1Y | -48.8% | +59.2% | -108.0% | -56.3% |
| All | -48.8% | +57.3% | -106.1% | -56.3% |
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