+1.5%
SMR vs LUV
-2.9%
+4.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | +4.7% | -0.1% | +4.8% | +4.6% |
| 30D | +3.2% | -14.6% | +17.8% | +9.9% |
| 3M | +9.9% | -5.7% | +15.6% | +12.2% |
| 6M | -15.1% | -8.4% | -6.7% | -12.4% |
| YTD | -27.9% | -5.1% | -22.8% | -27.4% |
| 1Y | -70.2% | +26.6% | -96.8% | -73.5% |
| 3Y | +72.5% | +39.7% | +32.8% | +36.9% |
| All | +1.5% | -2.9% | +4.4% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling