+29.3%
V vs LUV
+57.3%
-28.0%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.8% | -3.0% | +3.0% |
| 7D | +9.0% | +6.8% | +2.2% | +8.0% |
| 30D | +18.1% | +10.9% | +7.2% | +16.5% |
| 3M | +18.3% | -4.2% | +22.6% | +18.5% |
| 6M | +34.1% | +22.1% | +12.0% | +30.0% |
| YTD | +25.2% | +13.8% | +11.4% | +22.6% |
| 1Y | +29.3% | +59.2% | -29.9% | +20.0% |
| All | +29.3% | +57.3% | -28.0% | +20.0% |
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