+1,337.5%
STX vs LUV
+38.8%
+1,298.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +8.0% | -0.1% | +8.1% | +8.0% |
| 30D | +5.1% | -14.6% | +19.7% | +9.6% |
| 3M | +5.8% | -5.7% | +11.5% | +6.7% |
| 6M | +124.9% | -8.4% | +133.4% | +127.4% |
| YTD | +213.9% | -5.1% | +219.0% | +212.2% |
| 1Y | +350.4% | +26.6% | +323.8% | +311.5% |
| All | +1,337.5% | +38.8% | +1,298.7% | +1,163.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling