-5.3%
SYK vs LUV
+57.3%
-62.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.8% | +2.5% | +8.3% |
| 7D | +11.7% | +6.8% | +4.9% | +10.7% |
| 30D | +19.1% | +10.9% | +8.2% | +17.3% |
| 3M | +1.4% | -4.2% | +5.7% | +1.1% |
| 6M | +17.4% | +22.1% | -4.7% | +14.6% |
| YTD | -2.5% | +13.8% | -16.4% | -4.1% |
| 1Y | -5.3% | +59.2% | -64.5% | -9.1% |
| All | -5.3% | +57.3% | -62.6% | -9.1% |
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