-30.8%
WDAY vs LUV
-14.7%
-16.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -10.5% | -0.1% | -10.4% | -10.5% |
| 30D | +2.1% | -14.6% | +16.7% | +5.5% |
| 3M | +34.6% | -5.7% | +40.3% | +35.5% |
| 6M | +29.9% | -8.4% | +38.3% | +30.8% |
| YTD | -13.8% | -5.1% | -8.7% | -15.0% |
| 1Y | -18.3% | +26.6% | -44.9% | -26.4% |
| 3Y | -26.2% | +39.7% | -65.8% | -39.0% |
| 5Y | -30.8% | -12.0% | -18.8% | -36.2% |
| All | -30.8% | -14.7% | -16.2% | -36.2% |
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