+20.1%
W vs LUV
+24.6%
-4.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.3% | +0.2% | +1.1% |
| 7D | -4.2% | +0.4% | -4.6% | -4.3% |
| 30D | -7.6% | -18.4% | +10.8% | +4.4% |
| 3M | +37.2% | -3.2% | +40.4% | +42.5% |
| 6M | +26.3% | -14.8% | +41.2% | +34.2% |
| YTD | -1.0% | -2.9% | +1.9% | +6.0% |
| 1Y | +20.1% | +29.6% | -9.5% | +17.7% |
| All | +20.1% | +24.6% | -4.5% | +17.7% |
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