+19,359.6%
STRL vs LUV
+2,673.0%
+16,686.6%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.3% | +3.5% | +5.1% |
| 7D | +3.4% | +0.4% | +3.0% | +3.3% |
| 30D | -9.2% | -18.4% | +9.2% | -3.7% |
| 3M | -51.0% | -3.2% | -47.8% | -50.7% |
| 6M | +15.8% | -14.8% | +30.6% | +21.2% |
| YTD | +58.9% | -2.9% | +61.7% | +58.7% |
| 1Y | +68.5% | +29.6% | +38.9% | +54.8% |
| 3Y | +485.2% | +35.2% | +450.0% | +416.9% |
| 5Y | +2,005.1% | -11.7% | +2,016.8% | +1,962.6% |
| 10Y | +7,118.0% | +21.6% | +7,096.4% | +6,323.9% |
| All | +19,359.6% | +2,673.0% | +16,686.6% | +11,216.0% |
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 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