+609.6%
VLO vs LUV
-14.7%
+624.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +4.0% | -0.1% | +4.1% | +4.0% |
| 30D | +19.0% | -14.6% | +33.6% | +22.0% |
| 3M | +50.0% | -5.7% | +55.7% | +50.5% |
| 6M | +79.1% | -8.4% | +87.6% | +79.1% |
| YTD | +140.3% | -5.1% | +145.4% | +135.6% |
| 1Y | +148.3% | +26.6% | +121.7% | +123.6% |
| 3Y | +194.6% | +39.7% | +155.0% | +149.5% |
| 5Y | +609.6% | -12.0% | +621.6% | +584.2% |
| All | +609.6% | -14.7% | +624.2% | +584.2% |
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