+70.3%
XLI vs LUV
+40.8%
+29.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.4% | +0.8% |
| 7D | -1.7% | -1.0% | -0.7% | -1.5% |
| 30D | -7.3% | -12.4% | +5.1% | -4.7% |
| 3M | -1.3% | -11.0% | +9.6% | +0.8% |
| 6M | +2.2% | -5.0% | +7.2% | +2.6% |
| YTD | +11.7% | -3.8% | +15.5% | +11.1% |
| 1Y | +14.3% | +25.9% | -11.7% | +7.0% |
| 3Y | +70.3% | +42.2% | +28.1% | +44.5% |
| All | +70.3% | +40.8% | +29.6% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling