+1,537.1%
SOXX vs LUV
+20.2%
+1,516.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.3% |
| 7D | +1.4% | -1.0% | +2.3% | +1.7% |
| 30D | -3.6% | -12.4% | +8.8% | +1.2% |
| 3M | -10.2% | -11.0% | +0.8% | -6.4% |
| 6M | +54.2% | -5.0% | +59.2% | +56.0% |
| YTD | +75.2% | -3.8% | +79.0% | +73.8% |
| 1Y | +107.5% | +25.9% | +81.6% | +84.5% |
| 3Y | +226.8% | +42.2% | +184.5% | +164.4% |
| 5Y | +251.2% | -10.8% | +262.0% | +233.8% |
| All | +1,537.1% | +20.2% | +1,516.9% | +1,397.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling