+161.5%
SLV vs LUV
-14.7%
+176.1%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -1.8% | -14.6% | +12.8% | -0.1% |
| 3M | -0.3% | -5.7% | +5.4% | +0.2% |
| 6M | -28.2% | -8.4% | -19.8% | -27.9% |
| YTD | -10.7% | -5.1% | -5.6% | -11.0% |
| 1Y | +53.7% | +26.6% | +27.1% | +48.6% |
| 3Y | +173.7% | +39.7% | +134.0% | +158.7% |
| 5Y | +161.5% | -12.0% | +173.5% | +150.5% |
| All | +161.5% | -14.7% | +176.1% | +150.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling