+1,125.4%
STX vs LUV
-14.7%
+1,140.1%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.0% |
| 7D | +9.6% | +0.7% | +8.9% | +9.3% |
| 30D | +10.6% | -13.4% | +24.1% | +15.4% |
| 3M | +4.8% | -9.6% | +14.4% | +7.3% |
| 6M | +137.3% | -8.9% | +146.2% | +140.9% |
| YTD | +222.5% | -5.2% | +227.6% | +220.6% |
| 1Y | +366.2% | +27.0% | +339.2% | +321.3% |
| 3Y | +1,352.9% | +39.6% | +1,313.3% | +1,124.8% |
| All | +1,125.4% | -14.7% | +1,140.1% | +1,023.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling