+218.2%
TER vs LUV
-12.1%
+230.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +5.3% |
| 7D | +11.0% | +3.1% | +7.8% | +9.3% |
| 30D | -1.9% | -17.4% | +15.6% | +7.2% |
| 3M | -0.7% | -4.9% | +4.2% | +1.8% |
| 6M | +36.4% | -5.7% | +42.1% | +40.3% |
| YTD | +92.4% | -5.2% | +97.6% | +94.5% |
| 1Y | +213.5% | +24.1% | +189.4% | +178.9% |
| 3Y | +277.2% | +39.6% | +237.6% | +198.1% |
| All | +218.2% | -12.1% | +230.3% | +206.5% |
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