+7,728.9%
EOG vs LUV
+4,377.3%
+3,351.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +2.8% | -14.6% | +17.4% | +5.6% |
| 3M | +5.9% | -5.7% | +11.6% | +6.3% |
| 6M | +17.1% | -8.4% | +25.5% | +16.9% |
| YTD | +43.9% | -5.1% | +49.1% | +41.6% |
| 1Y | +26.9% | +26.6% | +0.3% | +17.5% |
| 3Y | +23.6% | +39.7% | -16.1% | +9.2% |
| 5Y | +178.1% | -12.0% | +190.1% | +164.9% |
| 10Y | +119.8% | +17.3% | +102.5% | +98.2% |
| All | +7,728.9% | +4,377.3% | +3,351.6% | +5,211.4% |
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