+11.4%
WBD vs LUV
+20.2%
-8.9%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.2% |
| 7D | -0.7% | -1.0% | +0.2% | -0.4% |
| 30D | +1.4% | -12.4% | +13.8% | +7.0% |
| 3M | +4.4% | -11.0% | +15.4% | +8.5% |
| 6M | +0.8% | -5.0% | +5.8% | +0.4% |
| YTD | -2.7% | -3.8% | +1.1% | -5.8% |
| 1Y | +73.4% | +25.9% | +47.5% | +46.6% |
| 3Y | +142.1% | +42.2% | +99.9% | +85.4% |
| 5Y | +7.2% | -10.8% | +18.0% | +0.4% |
| All | +11.4% | +20.2% | -8.9% | -4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling