+7,716.4%
TPR vs LUV
+168.9%
+7,547.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -1.1% |
| 7D | -2.3% | +0.4% | -2.7% | -2.6% |
| 30D | -23.0% | -18.4% | -4.6% | -15.0% |
| 3M | -12.5% | -3.2% | -9.2% | -11.7% |
| 6M | -21.4% | -14.8% | -6.6% | -16.2% |
| YTD | -3.5% | -2.9% | -0.7% | -5.3% |
| 1Y | +17.4% | +29.6% | -12.2% | -1.1% |
| 3Y | +291.3% | +35.2% | +256.0% | +204.6% |
| 5Y | +241.9% | -11.7% | +253.6% | +224.7% |
| 10Y | +322.7% | +21.6% | +301.1% | +236.0% |
| All | +7,716.4% | +168.9% | +7,547.5% | +2,680.1% |
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