+153.0%
VLO vs LUV
+27.4%
+125.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.4% | -0.1% | +1.6% |
| 7D | +5.3% | -1.0% | +6.3% | +5.1% |
| 30D | +18.2% | -12.4% | +30.6% | +15.2% |
| 3M | +53.3% | -11.0% | +64.3% | +50.3% |
| 6M | +70.4% | -5.0% | +75.4% | +71.9% |
| YTD | +143.4% | -3.8% | +147.2% | +146.7% |
| 1Y | +153.0% | +25.9% | +127.1% | +151.3% |
| All | +153.0% | +27.4% | +125.6% | +151.3% |
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