+8,007.1%
SWKS vs LUV
+4,484.9%
+3,522.3%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.2% | +2.7% |
| 7D | +12.5% | +0.4% | +12.1% | +12.3% |
| 30D | +10.5% | -18.4% | +28.9% | +18.5% |
| 3M | -7.4% | -3.2% | -4.2% | -6.7% |
| 6M | +32.7% | -14.8% | +47.5% | +38.2% |
| YTD | +19.2% | -2.9% | +22.0% | +17.3% |
| 1Y | +2.4% | +29.6% | -27.2% | -9.6% |
| 3Y | -25.6% | +35.2% | -60.8% | -37.4% |
| 5Y | -53.4% | -11.7% | -41.8% | -55.2% |
| 10Y | +23.2% | +21.6% | +1.6% | -1.2% |
| All | +8,007.1% | +4,484.9% | +3,522.3% | +2,997.5% |
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