+12.3%
XLI vs LUV
+57.3%
-45.0%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.8% | -7.9% | -2.4% |
| 7D | +0.6% | +6.8% | -6.2% | -0.8% |
| 30D | -0.4% | +10.9% | -11.3% | -2.5% |
| 3M | -8.8% | -4.2% | -4.6% | -8.3% |
| 6M | -0.4% | +22.1% | -22.5% | -4.6% |
| YTD | +10.1% | +13.8% | -3.7% | +6.0% |
| 1Y | +12.3% | +59.2% | -46.9% | +0.9% |
| All | +12.3% | +57.3% | -45.0% | +0.9% |
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