-6.4%
T vs LUV
+57.3%
-63.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.8% | -4.8% | +1.9% |
| 7D | +5.5% | +6.8% | -1.3% | +5.3% |
| 30D | -8.9% | +10.9% | -19.8% | -9.2% |
| 3M | -5.6% | -4.2% | -1.3% | -5.7% |
| 6M | -14.3% | +22.1% | -36.4% | -14.6% |
| YTD | -7.9% | +13.8% | -21.7% | -10.4% |
| 1Y | -6.4% | +59.2% | -65.7% | -11.4% |
| All | -6.4% | +57.3% | -63.8% | -11.4% |
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