+145.0%
TRV vs LUV
+40.8%
+104.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +2.0% |
| 7D | +1.9% | -1.0% | +2.9% | +2.0% |
| 30D | +1.7% | -12.4% | +14.1% | +2.8% |
| 3M | +23.9% | -11.0% | +34.9% | +24.7% |
| 6M | +26.3% | -5.0% | +31.2% | +26.1% |
| YTD | +30.8% | -3.8% | +34.6% | +30.2% |
| 1Y | +36.3% | +25.9% | +10.4% | +31.9% |
| 3Y | +145.0% | +42.2% | +102.8% | +131.5% |
| All | +145.0% | +40.8% | +104.3% | +131.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling