+12,054.0%
STRL vs LUV
+3,153.1%
+8,900.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.3% | +4.6% | +4.8% |
| 7D | +7.1% | +0.1% | +7.0% | +7.4% |
| 30D | -39.4% | +14.0% | -53.4% | -42.0% |
| 3M | -43.0% | +2.6% | -45.6% | -43.7% |
| 6M | -65.0% | +17.3% | -82.3% | -66.9% |
| YTD | -0.8% | +14.0% | -14.7% | -5.9% |
| 1Y | -20.3% | +47.9% | -68.2% | -29.9% |
| 3Y | +356.5% | +114.0% | +242.6% | +252.1% |
| 5Y | +952.8% | +3.2% | +949.7% | +882.1% |
| 10Y | +3,877.1% | +20.0% | +3,857.1% | +3,397.3% |
| All | +12,054.0% | +3,153.1% | +8,900.9% | +6,609.9% |
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