-85.6%
SMR vs LUV
+57.3%
-142.9%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +6.8% | -11.3% | -7.3% |
| 7D | -9.5% | +6.8% | -16.3% | -12.2% |
| 30D | -33.2% | +10.9% | -44.1% | -36.2% |
| 3M | -45.9% | -4.2% | -41.7% | -45.0% |
| 6M | -57.9% | +22.1% | -80.0% | -61.4% |
| YTD | -63.8% | +13.8% | -77.6% | -64.9% |
| 1Y | -85.6% | +59.2% | -144.8% | -89.8% |
| All | -85.6% | +57.3% | -142.9% | -89.8% |
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