+782.9%
ENTG vs LUV
+20.2%
+762.7%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.7% | +1.5% |
| 7D | +1.2% | -1.0% | +2.1% | +1.6% |
| 30D | -12.9% | -12.4% | -0.5% | -7.4% |
| 3M | -3.1% | -11.0% | +7.9% | +2.6% |
| 6M | +21.0% | -5.0% | +26.0% | +24.1% |
| YTD | +67.0% | -3.8% | +70.8% | +68.1% |
| 1Y | +68.6% | +25.9% | +42.7% | +49.9% |
| 3Y | +48.6% | +42.2% | +6.4% | +21.0% |
| 5Y | +18.6% | -10.8% | +29.4% | +15.1% |
| All | +782.9% | +20.2% | +762.7% | +641.7% |
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