+53,005.7%
DHR vs LUV
+4,377.3%
+48,628.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -3.3% | -14.6% | +11.3% | 0.0% |
| 3M | +9.4% | -5.7% | +15.1% | +10.2% |
| 6M | +3.2% | -8.4% | +11.6% | +4.2% |
| YTD | -12.0% | -5.1% | -6.9% | -12.6% |
| 1Y | +4.9% | +26.6% | -21.7% | -2.6% |
| 3Y | -7.4% | +39.7% | -47.0% | -17.9% |
| 5Y | -29.8% | -12.0% | -17.7% | -32.6% |
| 10Y | +209.1% | +17.3% | +191.8% | +159.1% |
| All | +53,005.7% | +4,377.3% | +48,628.4% | +17,462.4% |
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