+780.7%
HBAN vs LUV
+4,440.9%
-3,660.2%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.3% |
| 7D | -1.0% | -1.0% | 0.0% | -0.7% |
| 30D | -5.6% | -12.4% | +6.8% | -1.1% |
| 3M | -1.1% | -11.0% | +9.8% | +2.8% |
| 6M | +9.9% | -5.0% | +14.9% | +10.6% |
| YTD | -0.9% | -3.8% | +2.8% | -1.7% |
| 1Y | -1.4% | +25.9% | -27.3% | -11.7% |
| 3Y | +78.2% | +42.2% | +36.0% | +47.1% |
| 5Y | +37.0% | -10.8% | +47.8% | +31.8% |
| 10Y | +158.9% | +19.0% | +139.9% | +121.3% |
| All | +780.7% | +4,440.9% | -3,660.2% | +224.8% |
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 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