-37.6%
SMCI vs LUV
+57.3%
-94.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +6.8% | -12.5% | -8.6% |
| 7D | -17.3% | +6.8% | -24.1% | -19.9% |
| 30D | -31.5% | +10.9% | -42.4% | -34.8% |
| 3M | -6.6% | -4.2% | -2.4% | -5.3% |
| 6M | +6.0% | +22.1% | -16.1% | -3.1% |
| YTD | +1.1% | +13.8% | -12.7% | -4.5% |
| 1Y | -37.6% | +59.2% | -96.8% | -41.1% |
| All | -37.6% | +57.3% | -94.9% | -41.1% |
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