+55.9%
SOXL vs LUV
+57.3%
-1.4%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.8% | -15.6% | -15.0% |
| 7D | -37.9% | +6.8% | -44.7% | -41.9% |
| 30D | -59.4% | +10.9% | -70.3% | -63.6% |
| 3M | -52.3% | -4.2% | -48.1% | -50.6% |
| 6M | -47.7% | +22.1% | -69.8% | -55.5% |
| YTD | +58.8% | +13.8% | +44.9% | +37.8% |
| 1Y | +55.9% | +59.2% | -3.3% | -20.8% |
| All | +55.9% | +57.3% | -1.4% | -20.8% |
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