+99.4%
XBI vs LUV
+40.8%
+58.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | -4.6% | -1.0% | -3.7% | -4.4% |
| 30D | -2.0% | -12.4% | +10.4% | +1.3% |
| 3M | +17.8% | -11.0% | +28.8% | +20.8% |
| 6M | +23.7% | -5.0% | +28.7% | +24.1% |
| YTD | +28.2% | -3.8% | +32.0% | +27.1% |
| 1Y | +64.0% | +25.9% | +38.1% | +50.3% |
| 3Y | +99.4% | +42.2% | +57.2% | +50.8% |
| All | +99.4% | +40.8% | +58.6% | +50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling