+566.1%
XYZ vs LUV
+16.6%
+549.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.7% | -1.3% | -2.7% |
| 7D | -2.1% | +1.8% | -3.9% | -2.9% |
| 30D | +7.0% | +11.3% | -4.2% | +1.7% |
| 3M | +5.1% | +1.0% | +4.1% | +4.6% |
| 6M | +14.1% | +15.6% | -1.5% | +5.5% |
| YTD | +26.4% | +10.9% | +15.5% | +15.8% |
| 1Y | +25.1% | +38.1% | -13.0% | +1.7% |
| 3Y | +59.7% | +108.2% | -48.5% | -3.9% |
| 5Y | -63.8% | +1.7% | -65.6% | -67.2% |
| All | +566.1% | +16.6% | +549.4% | +475.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling