+49.5%
EQT vs LUV
+18.6%
+31.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +1.1% | -14.6% | +15.7% | +5.2% |
| 3M | +4.8% | -5.7% | +10.5% | +5.5% |
| 6M | -10.6% | -8.4% | -2.1% | -10.3% |
| YTD | +3.4% | -5.1% | +8.6% | +1.2% |
| 1Y | +8.7% | +26.6% | -17.9% | -3.3% |
| 3Y | +35.0% | +39.7% | -4.7% | +10.2% |
| 5Y | +204.2% | -12.0% | +216.3% | +185.6% |
| All | +49.5% | +18.6% | +31.0% | +22.0% |
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