+30.0%
SOXX vs LUV
+51.8%
-21.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -4.3% | -7.9% | -10.8% |
| 7D | -23.0% | +1.7% | -24.7% | -23.3% |
| 30D | -32.9% | +4.7% | -37.6% | -33.8% |
| 3M | -25.4% | -8.5% | -16.9% | -23.2% |
| 6M | -17.9% | +12.9% | -30.9% | -20.8% |
| YTD | +31.6% | +9.0% | +22.7% | +26.0% |
| 1Y | +30.0% | +43.1% | -13.1% | +7.6% |
| All | +30.0% | +51.8% | -21.8% | +7.6% |
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