+8,958.9%
SWKS vs LUV
+5,260.2%
+3,698.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -3.1% | +6.6% | -9.8% | -5.5% |
| 30D | +8.3% | +11.2% | -2.9% | +3.9% |
| 3M | +20.2% | +3.6% | +16.6% | +18.0% |
| 6M | +24.9% | +13.1% | +11.8% | +18.2% |
| YTD | +33.2% | +13.6% | +19.6% | +23.4% |
| 1Y | +23.6% | +44.4% | -20.8% | +5.0% |
| 3Y | +1.3% | +113.2% | -112.0% | -27.7% |
| 5Y | -40.6% | +1.5% | -42.1% | -45.6% |
| 10Y | +35.3% | +20.2% | +15.1% | +8.6% |
| All | +8,958.9% | +5,260.2% | +3,698.7% | +3,159.0% |
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 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