+14,183.4%
TER vs LUV
+4,484.9%
+9,698.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.3% | +3.2% | +4.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | -8.3% | -18.4% | +10.1% | -0.6% |
| 3M | -12.2% | -3.2% | -9.0% | -11.0% |
| 6M | +17.1% | -14.8% | +31.9% | +25.2% |
| YTD | +84.7% | -2.9% | +87.5% | +85.1% |
| 1Y | +199.9% | +29.6% | +170.3% | +167.0% |
| 3Y | +232.8% | +35.2% | +197.6% | +179.6% |
| 5Y | +198.6% | -11.7% | +210.2% | +192.3% |
| 10Y | +1,669.7% | +21.6% | +1,648.2% | +1,312.8% |
| All | +14,183.4% | +4,484.9% | +9,698.5% | +2,648.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling