+15.7%
GEHC vs LUV
+57.3%
-41.6%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.8% | -0.5% | +4.6% |
| 7D | +13.2% | +6.8% | +6.4% | +11.2% |
| 30D | +30.6% | +10.9% | +19.7% | +27.0% |
| 3M | +22.2% | -4.2% | +26.4% | +23.1% |
| 6M | +40.8% | +22.1% | +18.7% | +31.3% |
| YTD | +4.8% | +13.8% | -9.0% | -0.6% |
| 1Y | +15.7% | +59.2% | -43.5% | -3.0% |
| All | +15.7% | +57.3% | -41.6% | -3.0% |
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 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