+1,043.7%
XLE vs LUV
+384.3%
+659.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | 0.0% |
| 7D | +1.7% | -1.0% | +2.6% | +1.9% |
| 30D | +6.7% | -12.4% | +19.1% | +9.9% |
| 3M | +14.9% | -11.0% | +25.9% | +17.2% |
| 6M | +15.9% | -5.0% | +20.9% | +14.9% |
| YTD | +47.7% | -3.8% | +51.5% | +44.5% |
| 1Y | +50.7% | +25.9% | +24.8% | +37.2% |
| 3Y | +57.9% | +42.2% | +15.6% | +34.5% |
| 5Y | +227.0% | -10.8% | +237.8% | +206.7% |
| 10Y | +180.6% | +19.0% | +161.6% | +141.2% |
| All | +1,043.7% | +384.3% | +659.4% | +605.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling