+365.4%
STX vs LUV
+24.6%
+340.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.3% | +4.0% | +5.8% |
| 7D | +2.4% | +0.4% | +1.9% | +2.2% |
| 30D | +1.4% | -18.4% | +19.8% | +6.6% |
| 3M | -8.2% | -3.2% | -5.0% | -8.3% |
| 6M | +127.0% | -14.8% | +141.9% | +129.6% |
| YTD | +209.1% | -2.9% | +212.0% | +207.6% |
| 1Y | +365.4% | +29.6% | +335.8% | +323.3% |
| All | +365.4% | +24.6% | +340.8% | +323.3% |
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