-8.8%
SMCI vs LUV
+27.4%
-36.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.4% | +5.9% | +6.6% |
| 7D | +1.3% | -1.0% | +2.2% | +1.7% |
| 30D | +6.6% | -12.4% | +19.0% | +13.1% |
| 3M | +25.4% | -11.0% | +36.4% | +30.9% |
| 6M | +26.1% | -5.0% | +31.1% | +27.2% |
| YTD | +37.0% | -3.8% | +40.8% | +39.1% |
| 1Y | -8.8% | +25.9% | -34.7% | -7.6% |
| All | -8.8% | +27.4% | -36.2% | -7.6% |
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