+590.7%
HAL vs LUV
+4,374.9%
-3,784.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.1% |
| 7D | +0.5% | +3.1% | -2.6% | -0.3% |
| 30D | +15.9% | -17.4% | +33.4% | +21.5% |
| 3M | -8.7% | -4.9% | -3.8% | -8.4% |
| 6M | +9.0% | -5.7% | +14.7% | +8.4% |
| YTD | +32.0% | -5.2% | +37.2% | +29.7% |
| 1Y | +72.5% | +24.1% | +48.3% | +56.8% |
| 3Y | -4.5% | +39.6% | -44.1% | -18.6% |
| 5Y | +109.7% | -12.5% | +122.1% | +99.3% |
| 10Y | +1.2% | +12.9% | -11.7% | -8.3% |
| All | +590.7% | +4,374.9% | -3,784.3% | +252.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling