+148.6%
TE vs LUV
+24.6%
+124.1%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.3% | -1.0% | -0.1% |
| 7D | -4.0% | +0.4% | -4.4% | -4.1% |
| 30D | -15.9% | -18.4% | +2.5% | -4.9% |
| 3M | -60.5% | -3.2% | -57.3% | -59.0% |
| 6M | -35.2% | -14.8% | -20.4% | -30.0% |
| YTD | -31.1% | -2.9% | -28.3% | -25.4% |
| 1Y | +148.6% | +29.6% | +119.1% | +139.2% |
| All | +148.6% | +24.6% | +124.1% | +139.2% |
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