+8,579.1%
TPR vs LUV
+214.4%
+8,364.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | +12.1% | +6.6% | +5.5% | +8.2% |
| 30D | +16.7% | +11.2% | +5.5% | +10.1% |
| 3M | -17.4% | +3.6% | -21.0% | -19.4% |
| 6M | +2.3% | +13.1% | -10.9% | -5.5% |
| YTD | +7.1% | +13.6% | -6.4% | -3.3% |
| 1Y | +29.5% | +44.4% | -14.9% | +3.1% |
| 3Y | +415.0% | +113.2% | +301.8% | +216.1% |
| 5Y | +261.5% | +1.5% | +259.9% | +219.5% |
| 10Y | +383.3% | +20.2% | +363.2% | +283.5% |
| All | +8,579.1% | +214.4% | +8,364.7% | +2,737.1% |
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