+12,501.5%
DHI vs LUV
+1,466.6%
+11,034.9%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.2% |
| 7D | -3.4% | -1.0% | -2.4% | -3.0% |
| 30D | -5.4% | -12.4% | +6.9% | -0.7% |
| 3M | -10.4% | -11.0% | +0.5% | -6.6% |
| 6M | -2.8% | -5.0% | +2.2% | -1.5% |
| YTD | -3.4% | -3.8% | +0.4% | -3.8% |
| 1Y | -22.9% | +25.9% | -48.8% | -30.9% |
| 3Y | +20.7% | +42.2% | -21.6% | -2.7% |
| 5Y | +62.1% | -10.8% | +72.9% | +52.5% |
| 10Y | +410.4% | +19.0% | +391.5% | +294.2% |
| All | +12,501.5% | +1,466.6% | +11,034.9% | +4,908.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling