+6,604.2%
TRV vs LUV
+4,440.9%
+2,163.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.7% |
| 7D | +1.9% | -1.0% | +2.9% | +2.2% |
| 30D | +1.7% | -12.4% | +14.1% | +4.9% |
| 3M | +23.9% | -11.0% | +34.9% | +26.8% |
| 6M | +26.3% | -5.0% | +31.2% | +26.1% |
| YTD | +30.8% | -3.8% | +34.6% | +29.2% |
| 1Y | +36.3% | +25.9% | +10.4% | +25.4% |
| 3Y | +145.0% | +42.2% | +102.8% | +109.9% |
| 5Y | +163.9% | -10.8% | +174.6% | +148.3% |
| 10Y | +305.8% | +19.0% | +286.9% | +239.3% |
| All | +6,604.2% | +4,440.9% | +2,163.3% | +2,222.9% |
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