-2.0%
XLC vs LUV
+27.4%
-29.4%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.8% |
| 7D | +0.5% | -1.0% | +1.5% | +0.6% |
| 30D | +2.1% | -12.4% | +14.5% | +3.8% |
| 3M | +0.7% | -11.0% | +11.7% | +2.0% |
| 6M | -3.2% | -5.0% | +1.8% | -3.1% |
| YTD | -3.8% | -3.8% | 0.0% | -5.0% |
| 1Y | -2.0% | +25.9% | -27.9% | -7.6% |
| All | -2.0% | +27.4% | -29.4% | -7.6% |
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