+206.4%
HD vs LUV
+20.2%
+186.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.6% |
| 7D | -3.8% | -1.0% | -2.9% | -3.6% |
| 30D | -9.4% | -12.4% | +2.9% | -6.5% |
| 3M | -4.6% | -11.0% | +6.4% | -1.9% |
| 6M | -10.1% | -5.0% | -5.1% | -9.4% |
| YTD | -8.3% | -3.8% | -4.5% | -8.6% |
| 1Y | -25.0% | +25.9% | -50.9% | -30.4% |
| 3Y | +1.5% | +42.2% | -40.7% | -12.1% |
| 5Y | +5.6% | -10.8% | +16.3% | +1.0% |
| All | +206.4% | +20.2% | +186.2% | +168.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling