-0.3%
SPOT vs LUV
+57.3%
-57.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +6.8% | -2.2% | +4.5% |
| 7D | +16.6% | +6.8% | +9.8% | +16.5% |
| 30D | +29.9% | +10.9% | +19.0% | +29.5% |
| 3M | +31.3% | -4.2% | +35.5% | +30.6% |
| 6M | +43.2% | +22.1% | +21.1% | +42.1% |
| YTD | +8.1% | +13.8% | -5.7% | +6.3% |
| 1Y | -0.3% | +59.2% | -59.6% | -4.4% |
| All | -0.3% | +57.3% | -57.6% | -4.4% |
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