+8,026.5%
USB vs LUV
+5,042.6%
+2,983.9%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -0.8% |
| 7D | -1.5% | +1.7% | -3.2% | -2.1% |
| 30D | +4.3% | +4.7% | -0.4% | +2.6% |
| 3M | -6.1% | -8.5% | +2.4% | -3.8% |
| 6M | +9.4% | +12.9% | -3.5% | +4.5% |
| YTD | +15.2% | +9.0% | +6.2% | +9.7% |
| 1Y | +32.8% | +43.1% | -10.3% | +15.9% |
| 3Y | +91.3% | +99.9% | -8.6% | +45.3% |
| 5Y | +22.7% | -7.3% | +30.0% | +16.5% |
| 10Y | +97.0% | +24.6% | +72.5% | +66.4% |
| All | +8,026.5% | +5,042.6% | +2,983.9% | +2,637.5% |
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 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