+120.6%
VLO vs LUV
+57.3%
+63.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +6.8% | -12.6% | -4.1% |
| 7D | -6.0% | +6.8% | -12.7% | -4.2% |
| 30D | -12.9% | +10.9% | -23.8% | -10.4% |
| 3M | +18.3% | -4.2% | +22.6% | +18.3% |
| 6M | +46.4% | +22.1% | +24.3% | +54.6% |
| YTD | +127.7% | +13.8% | +113.9% | +140.2% |
| 1Y | +120.6% | +59.2% | +61.4% | +127.1% |
| All | +120.6% | +57.3% | +63.3% | +127.1% |
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