-3.1%
GEHC vs LUV
+38.8%
-41.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.5% | -1.4% |
| 7D | -7.9% | -0.1% | -7.8% | -7.8% |
| 30D | -11.7% | -14.6% | +2.9% | -7.6% |
| 3M | +0.8% | -5.7% | +6.5% | +1.7% |
| 6M | -11.6% | -8.4% | -3.1% | -10.4% |
| YTD | -21.6% | -5.1% | -16.4% | -22.1% |
| 1Y | -15.3% | +26.6% | -41.9% | -23.6% |
| All | -3.1% | +38.8% | -41.9% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling