-16.5%
SOUN vs LUV
-10.1%
-6.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -1.2% |
| 7D | -7.1% | -1.0% | -6.2% | -6.6% |
| 30D | -15.4% | -12.4% | -3.1% | -8.7% |
| 3M | -10.6% | -11.0% | +0.4% | -5.1% |
| 6M | -19.6% | -5.0% | -14.7% | -18.8% |
| YTD | -37.2% | -3.8% | -33.4% | -39.1% |
| 1Y | -57.1% | +25.9% | -83.0% | -65.7% |
| 3Y | +178.2% | +42.2% | +136.0% | +86.2% |
| All | -16.5% | -10.1% | -6.4% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling