-3.8%
HAL vs LUV
+38.7%
-42.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | +10.9% | -13.4% | +24.3% | +12.9% |
| 3M | -5.8% | -9.6% | +3.7% | -5.2% |
| 6M | +8.1% | -8.9% | +17.0% | +8.2% |
| YTD | +33.2% | -5.2% | +38.4% | +30.8% |
| 1Y | +74.2% | +27.0% | +47.1% | +58.1% |
| All | -3.8% | +38.7% | -42.5% | -25.3% |
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