-1.6%
XLY vs LUV
+51.8%
-53.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.3% | +0.4% | -2.8% |
| 7D | +1.2% | +1.7% | -0.5% | +0.9% |
| 30D | +5.3% | +4.7% | +0.6% | +4.2% |
| 3M | -0.6% | -8.5% | +7.9% | +1.1% |
| 6M | +0.1% | +12.9% | -12.9% | -2.8% |
| YTD | -0.9% | +9.0% | -9.8% | -3.7% |
| 1Y | -1.6% | +43.1% | -44.6% | -12.2% |
| All | -1.6% | +51.8% | -53.4% | -12.2% |
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