+113.9%
SOXX vs LUV
+24.6%
+89.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.2% | +2.8% |
| 7D | +2.2% | +0.4% | +1.8% | +2.1% |
| 30D | -2.0% | -18.4% | +16.4% | +4.2% |
| 3M | -13.7% | -3.2% | -10.5% | -12.6% |
| 6M | +52.4% | -14.8% | +67.2% | +55.5% |
| YTD | +72.8% | -2.9% | +75.7% | +72.0% |
| 1Y | +113.9% | +29.6% | +84.3% | +95.8% |
| All | +113.9% | +24.6% | +89.3% | +95.8% |
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