+68.3%
T vs LUV
-14.7%
+82.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | +4.3% | -14.6% | +18.9% | +6.1% |
| 3M | +11.6% | -5.7% | +17.3% | +11.9% |
| 6M | -5.6% | -8.4% | +2.8% | -5.2% |
| YTD | +6.6% | -5.1% | +11.7% | +5.8% |
| 1Y | -8.4% | +26.6% | -35.0% | -12.8% |
| 3Y | +107.8% | +39.7% | +68.2% | +88.9% |
| 5Y | +68.3% | -12.0% | +80.3% | +69.9% |
| All | +68.3% | -14.7% | +82.9% | +69.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling