+218.7%
TPR vs LUV
-12.1%
+230.8%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | -7.3% | +0.7% | -8.0% | -7.6% |
| 30D | -30.7% | -13.4% | -17.3% | -26.2% |
| 3M | -21.6% | -9.6% | -12.0% | -18.6% |
| 6M | -21.3% | -8.9% | -12.4% | -19.1% |
| YTD | -10.2% | -5.2% | -5.0% | -10.6% |
| 1Y | +9.5% | +27.0% | -17.5% | -5.7% |
| 3Y | +280.8% | +39.6% | +241.1% | +193.4% |
| 5Y | +218.7% | -14.4% | +233.1% | +201.8% |
| All | +218.7% | -12.1% | +230.8% | +201.8% |
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