+18.4%
XRT vs LUV
+57.3%
-38.9%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.8% | -1.3% | +3.8% |
| 7D | +8.0% | +6.8% | +1.3% | +6.3% |
| 30D | +13.0% | +10.9% | +2.1% | +10.1% |
| 3M | +1.7% | -4.2% | +5.9% | +2.2% |
| 6M | +12.6% | +22.1% | -9.6% | +7.2% |
| YTD | +10.7% | +13.8% | -3.2% | +6.8% |
| 1Y | +18.4% | +59.2% | -40.9% | -1.7% |
| All | +18.4% | +57.3% | -38.9% | -1.7% |
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