-43.6%
SWKS vs LUV
-7.8%
-35.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.2% | +4.8% | -10.9% | -8.1% |
| 30D | -1.5% | +6.5% | -8.0% | -4.3% |
| 3M | +23.0% | -4.9% | +27.8% | +24.6% |
| 6M | +27.6% | +8.1% | +19.5% | +22.1% |
| YTD | +32.3% | +9.0% | +23.3% | +23.0% |
| 1Y | +20.1% | +43.6% | -23.5% | -1.6% |
| 3Y | +0.6% | +101.4% | -100.7% | -35.6% |
| All | -43.6% | -7.8% | -35.8% | -51.0% |
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