-2.7%
SMCI vs LUV
+24.6%
-27.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.3% | +2.2% | +3.5% |
| 7D | +6.8% | +0.4% | +6.4% | +6.6% |
| 30D | +30.6% | -18.4% | +49.0% | +42.8% |
| 3M | -15.6% | -3.2% | -12.4% | -14.8% |
| 6M | +21.3% | -14.8% | +36.1% | +23.2% |
| YTD | +35.3% | -2.9% | +38.1% | +37.1% |
| 1Y | -2.7% | +29.6% | -32.3% | +1.7% |
| All | -2.7% | +24.6% | -27.3% | +1.7% |
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