+44.3%
UNP vs LUV
+38.8%
+5.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.3% | +0.4% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | -2.0% | -14.6% | +12.6% | +0.4% |
| 3M | +7.5% | -5.7% | +13.2% | +7.9% |
| 6M | +15.3% | -8.4% | +23.8% | +16.0% |
| YTD | +25.4% | -5.1% | +30.5% | +24.8% |
| 1Y | +35.6% | +26.6% | +9.0% | +27.8% |
| All | +44.3% | +38.8% | +5.5% | +23.7% |
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