+51.0%
SWKS vs LUV
+16.6%
+34.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.7% | +5.4% | +3.7% |
| 7D | +10.9% | +1.8% | +9.1% | +10.1% |
| 30D | +17.6% | +11.3% | +6.3% | +12.4% |
| 3M | +29.2% | +1.0% | +28.2% | +27.8% |
| 6M | +37.0% | +15.6% | +21.3% | +28.1% |
| YTD | +44.9% | +10.9% | +34.0% | +34.6% |
| 1Y | +33.8% | +38.1% | -4.3% | +13.7% |
| 3Y | +10.2% | +108.2% | -98.0% | -24.2% |
| 5Y | -37.0% | +1.7% | -38.7% | -43.7% |
| All | +51.0% | +16.6% | +34.3% | +26.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling