+584.9%
XYZ vs LUV
+15.9%
+569.0%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.5% | +3.1% |
| 7D | -1.1% | +1.1% | -2.2% | -1.6% |
| 30D | +11.5% | +14.2% | -2.7% | +4.6% |
| 3M | +1.8% | +0.6% | +1.2% | +1.5% |
| 6M | +21.2% | +15.1% | +6.1% | +12.4% |
| YTD | +29.9% | +10.2% | +19.7% | +19.5% |
| 1Y | +35.8% | +38.4% | -2.7% | +10.2% |
| 3Y | +62.6% | +107.5% | -44.9% | -2.0% |
| 5Y | -62.8% | +1.1% | -63.9% | -66.2% |
| All | +584.9% | +15.9% | +569.0% | +493.6% |
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