+36.5%
WELL vs LUV
+57.3%
-20.8%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.8% | -4.0% | +2.6% |
| 7D | +9.2% | +6.8% | +2.4% | +8.9% |
| 30D | +10.6% | +10.9% | -0.3% | +10.2% |
| 3M | +7.5% | -4.2% | +11.7% | +7.6% |
| 6M | +15.0% | +22.1% | -7.1% | +13.9% |
| YTD | +35.0% | +13.8% | +21.2% | +33.5% |
| 1Y | +36.5% | +59.2% | -22.7% | +34.0% |
| All | +36.5% | +57.3% | -20.8% | +34.0% |
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