+2,550.6%
SOXX vs LUV
+135.7%
+2,414.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.4% | +0.4% | +1.3% |
| 7D | +1.4% | -1.0% | +2.3% | +1.8% |
| 30D | -3.6% | -12.4% | +8.8% | +1.5% |
| 3M | -10.2% | -11.0% | +0.8% | -6.2% |
| 6M | +54.2% | -5.0% | +59.2% | +56.1% |
| YTD | +75.2% | -3.8% | +79.0% | +73.6% |
| 1Y | +107.5% | +25.9% | +81.6% | +83.2% |
| 3Y | +226.8% | +42.2% | +184.5% | +162.1% |
| 5Y | +251.2% | -10.8% | +262.0% | +234.5% |
| 10Y | +1,567.6% | +19.0% | +1,548.7% | +1,183.4% |
| All | +2,550.6% | +135.7% | +2,414.9% | +1,102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling