+42.0%
XLP vs LUV
-7.8%
+49.8%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +0.7% | +4.8% | -4.0% | +0.3% |
| 30D | +10.3% | +6.5% | +3.7% | +9.6% |
| 3M | +6.5% | -4.9% | +11.4% | +6.9% |
| 6M | +8.4% | +8.1% | +0.3% | +7.3% |
| YTD | +18.2% | +9.0% | +9.2% | +16.4% |
| 1Y | +22.4% | +43.6% | -21.2% | +17.2% |
| 3Y | +41.9% | +101.4% | -59.5% | +27.4% |
| All | +42.0% | -7.8% | +49.8% | +41.3% |
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