+54.5%
USAR vs LUV
+15.9%
+38.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.4% | -4.4% | -3.2% |
| 7D | -11.6% | -1.0% | -10.7% | -11.5% |
| 30D | -15.5% | -12.4% | -3.1% | -14.2% |
| 3M | -31.0% | -11.0% | -20.0% | -30.1% |
| 6M | -26.2% | -5.0% | -21.2% | -26.1% |
| YTD | +30.8% | -3.8% | +34.5% | +31.3% |
| 1Y | +7.1% | +25.9% | -18.8% | +7.2% |
| 3Y | +53.0% | +42.2% | +10.8% | +57.6% |
| All | +54.5% | +15.9% | +38.6% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling