+227.7%
XLE vs LUV
-12.1%
+239.8%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +0.3% | +0.7% | -0.3% | +0.2% |
| 30D | +8.5% | -13.4% | +22.0% | +10.3% |
| 3M | +14.6% | -9.6% | +24.2% | +15.3% |
| 6M | +17.6% | -8.9% | +26.5% | +17.6% |
| YTD | +48.1% | -5.2% | +53.2% | +45.9% |
| 1Y | +53.8% | +27.0% | +26.7% | +42.2% |
| 3Y | +56.2% | +39.6% | +16.6% | +37.1% |
| 5Y | +227.7% | -14.4% | +242.1% | +219.0% |
| All | +227.7% | -12.1% | +239.8% | +219.0% |
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 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