+118.9%
EOG vs LUV
+20.2%
+98.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.5% |
| 7D | +1.5% | -1.0% | +2.5% | +1.8% |
| 30D | +2.9% | -12.4% | +15.3% | +6.6% |
| 3M | +8.7% | -11.0% | +19.7% | +11.2% |
| 6M | +12.9% | -5.0% | +17.9% | +11.2% |
| YTD | +43.8% | -3.8% | +47.6% | +38.5% |
| 1Y | +27.1% | +25.9% | +1.2% | +10.2% |
| 3Y | +25.9% | +42.2% | -16.3% | -2.3% |
| 5Y | +177.9% | -10.8% | +188.7% | +153.0% |
| All | +118.9% | +20.2% | +98.6% | +89.7% |
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