+24.3%
W vs LUV
+57.3%
-33.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +6.8% | +4.2% | +6.3% |
| 7D | +8.4% | +6.8% | +1.6% | +3.7% |
| 30D | +16.5% | +10.9% | +5.6% | +8.5% |
| 3M | +6.4% | -4.2% | +10.7% | +9.4% |
| 6M | +90.5% | +22.1% | +68.4% | +71.6% |
| YTD | +23.1% | +13.8% | +9.2% | +18.0% |
| 1Y | +24.3% | +59.2% | -35.0% | -9.8% |
| All | +24.3% | +57.3% | -33.1% | -9.8% |
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