+201.1%
WELL vs LUV
-11.9%
+213.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.2% |
| 7D | -0.2% | -1.0% | +0.7% | -0.1% |
| 30D | +2.3% | -12.4% | +14.7% | +4.1% |
| 3M | +12.3% | -11.0% | +23.3% | +13.7% |
| 6M | +15.6% | -5.0% | +20.6% | +15.5% |
| YTD | +28.3% | -3.8% | +32.1% | +27.2% |
| 1Y | +41.9% | +25.9% | +16.0% | +34.1% |
| 3Y | +198.3% | +42.2% | +156.1% | +165.8% |
| All | +201.1% | -11.9% | +213.0% | +199.8% |
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 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