-33.5%
TEM vs LUV
+27.4%
-60.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -1.0% | +0.1% |
| 7D | -8.7% | -1.0% | -7.7% | -8.5% |
| 30D | +8.1% | -12.4% | +20.4% | +11.7% |
| 3M | +19.0% | -11.0% | +30.0% | +22.5% |
| 6M | +12.0% | -5.0% | +17.0% | +12.2% |
| YTD | -0.1% | -3.8% | +3.7% | -1.5% |
| 1Y | -33.5% | +25.9% | -59.4% | -40.2% |
| All | -33.5% | +27.4% | -60.9% | -40.2% |
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