+166.9%
XLE vs LUV
-0.2%
+167.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | +5.4% | +1.1% | +4.3% | +5.3% |
| 30D | -3.9% | +14.2% | -18.2% | -5.3% |
| 3M | +7.0% | +0.6% | +6.4% | +6.8% |
| 6M | +14.2% | +15.1% | -0.9% | +11.4% |
| YTD | +48.2% | +10.2% | +38.0% | +43.5% |
| 1Y | +47.7% | +38.4% | +9.2% | +36.7% |
| 3Y | +70.0% | +107.5% | -37.5% | +39.5% |
| All | +166.9% | -0.2% | +167.1% | +156.4% |
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