+8,902.0%
SWKS vs LUV
+5,043.8%
+3,858.2%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -6.2% | +4.8% | -10.9% | -7.9% |
| 30D | -1.5% | +6.5% | -8.0% | -4.0% |
| 3M | +23.0% | -4.9% | +27.8% | +24.4% |
| 6M | +27.6% | +8.1% | +19.5% | +22.7% |
| YTD | +32.3% | +9.0% | +23.3% | +24.4% |
| 1Y | +20.1% | +43.6% | -23.5% | +2.2% |
| 3Y | +0.6% | +101.4% | -100.7% | -26.6% |
| 5Y | -42.3% | -7.3% | -35.0% | -45.5% |
| 10Y | +35.9% | +24.6% | +11.3% | +7.8% |
| All | +8,902.0% | +5,043.8% | +3,858.2% | +3,186.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling