+35.8%
XYZ vs LUV
+37.6%
-1.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.5% | +3.0% |
| 7D | -1.1% | +1.1% | -2.2% | -1.4% |
| 30D | +11.5% | +14.2% | -2.7% | +7.5% |
| 3M | +1.8% | +0.6% | +1.2% | +1.3% |
| 6M | +21.2% | +15.1% | +6.1% | +17.5% |
| YTD | +29.9% | +10.2% | +19.7% | +28.6% |
| 1Y | +35.8% | +38.4% | -2.7% | +31.2% |
| All | +35.8% | +37.6% | -1.8% | +31.2% |
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