-57.1%
SOUN vs LUV
+27.4%
-84.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.8% |
| 7D | -7.1% | -1.0% | -6.2% | -6.8% |
| 30D | -15.4% | -12.4% | -3.1% | -11.4% |
| 3M | -10.6% | -11.0% | +0.4% | -7.4% |
| 6M | -19.6% | -5.0% | -14.7% | -19.6% |
| YTD | -37.2% | -3.8% | -33.4% | -37.4% |
| 1Y | -57.1% | +25.9% | -83.0% | -66.4% |
| All | -57.1% | +27.4% | -84.5% | -66.4% |
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