+71.3%
V vs LUV
-11.9%
+83.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | -1.2% | -1.0% | -0.3% | -1.0% |
| 30D | +3.1% | -12.4% | +15.4% | +6.0% |
| 3M | +16.3% | -11.0% | +27.3% | +18.9% |
| 6M | +20.4% | -5.0% | +25.4% | +20.4% |
| YTD | +6.3% | -3.8% | +10.0% | +5.3% |
| 1Y | +8.7% | +25.9% | -17.2% | +0.4% |
| 3Y | +53.3% | +42.2% | +11.1% | +31.0% |
| All | +71.3% | -11.9% | +83.2% | +70.4% |
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 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