-8.8%
EQT vs LUV
+51.8%
-60.6%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.3% | +0.6% | -4.1% |
| 7D | -7.2% | +1.7% | -8.9% | -6.9% |
| 30D | -3.5% | +4.7% | -8.2% | -2.9% |
| 3M | -1.2% | -8.5% | +7.3% | -1.9% |
| 6M | -13.3% | +12.9% | -26.2% | -11.8% |
| YTD | -4.7% | +9.0% | -13.7% | -4.9% |
| 1Y | -8.8% | +43.1% | -51.8% | -14.1% |
| All | -8.8% | +51.8% | -60.6% | -14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling