-13.6%
SOUN vs LUV
-11.4%
-2.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.4% | +0.7% | -5.1% | -4.8% |
| 30D | -13.1% | -13.4% | +0.3% | -5.6% |
| 3M | -7.7% | -9.6% | +1.9% | -3.1% |
| 6M | -21.2% | -8.9% | -12.3% | -18.3% |
| YTD | -35.0% | -5.2% | -29.9% | -36.5% |
| 1Y | -56.4% | +27.0% | -83.4% | -65.4% |
| 3Y | +181.7% | +39.6% | +142.1% | +90.8% |
| All | -13.6% | -11.4% | -2.2% | -6.1% |
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