+43.2%
TER vs LUV
+57.3%
-14.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.8% | -13.7% | -10.2% |
| 7D | -19.9% | +6.8% | -26.7% | -22.8% |
| 30D | -43.5% | +10.9% | -54.5% | -46.8% |
| 3M | -37.8% | -4.2% | -33.5% | -36.5% |
| 6M | -25.6% | +22.1% | -47.7% | -33.0% |
| YTD | +29.8% | +13.8% | +16.0% | +17.9% |
| 1Y | +43.2% | +59.2% | -16.1% | -3.4% |
| All | +43.2% | +57.3% | -14.2% | -3.4% |
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