-73.1%
SMR vs LUV
+24.6%
-97.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -1.4% |
| 7D | +4.4% | +0.4% | +4.0% | +4.2% |
| 30D | +3.4% | -18.4% | +21.8% | +12.3% |
| 3M | -19.2% | -3.2% | -15.9% | -18.2% |
| 6M | -22.6% | -14.8% | -7.8% | -20.8% |
| YTD | -31.5% | -2.9% | -28.7% | -28.8% |
| 1Y | -73.1% | +29.6% | -102.7% | -75.2% |
| All | -73.1% | +24.6% | -97.7% | -75.2% |
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