+32.6%
USB vs LUV
+44.0%
-11.4%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.3% |
| 7D | +1.4% | +6.6% | -5.2% | -0.2% |
| 30D | +6.4% | +11.2% | -4.8% | +3.5% |
| 3M | -4.5% | +3.6% | -8.1% | -5.7% |
| 6M | +11.4% | +13.1% | -1.8% | +7.4% |
| YTD | +17.1% | +13.6% | +3.5% | +14.5% |
| 1Y | +32.6% | +44.4% | -11.8% | +19.4% |
| All | +32.6% | +44.0% | -11.4% | +19.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling