+43.4%
SMH vs LUV
+57.3%
-13.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.8% | -9.6% | -4.6% |
| 7D | -11.2% | +6.8% | -18.0% | -12.8% |
| 30D | -20.4% | +10.9% | -31.4% | -22.8% |
| 3M | -12.4% | -4.2% | -8.2% | -11.4% |
| 6M | -0.5% | +22.1% | -22.6% | -5.8% |
| YTD | +40.0% | +13.8% | +26.2% | +32.7% |
| 1Y | +43.4% | +59.2% | -15.9% | +18.4% |
| All | +43.4% | +57.3% | -13.9% | +18.4% |
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