+12.8%
TEAM vs LUV
+24.6%
-11.8%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -2.6% |
| 7D | -0.4% | +0.4% | -0.9% | -0.5% |
| 30D | +67.3% | -18.4% | +85.7% | +68.3% |
| 3M | +86.8% | -3.2% | +90.0% | +87.1% |
| 6M | +146.8% | -14.8% | +161.7% | +143.3% |
| YTD | +16.9% | -2.9% | +19.8% | +19.5% |
| 1Y | +12.8% | +29.6% | -16.8% | +7.1% |
| All | +12.8% | +24.6% | -11.8% | +7.1% |
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