+478.6%
SOXL vs LUV
+40.8%
+437.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.4% | +3.8% | +3.8% |
| 7D | +3.9% | -1.0% | +4.8% | +4.7% |
| 30D | -14.3% | -12.4% | -2.0% | -2.5% |
| 3M | -45.6% | -11.0% | -34.6% | -38.6% |
| 6M | +117.2% | -5.0% | +122.2% | +133.9% |
| YTD | +189.8% | -3.8% | +193.6% | +194.0% |
| 1Y | +317.7% | +25.9% | +291.8% | +219.6% |
| 3Y | +478.6% | +42.2% | +436.4% | +225.9% |
| All | +478.6% | +40.8% | +437.9% | +225.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling