+5.3%
SWKS vs LUV
+24.6%
-19.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +6.8% | +0.7% | +6.1% | +6.6% |
| 30D | +11.3% | -13.4% | +24.7% | +14.5% |
| 3M | +4.1% | -9.6% | +13.6% | +6.5% |
| 6M | +39.7% | -8.9% | +48.6% | +41.6% |
| YTD | +23.2% | -5.2% | +28.4% | +23.6% |
| 1Y | +5.3% | +27.0% | -21.8% | -4.1% |
| All | +5.3% | +24.6% | -19.3% | -4.1% |
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