+392.8%
HL vs LUV
+40.8%
+352.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.6% |
| 7D | -4.4% | -1.0% | -3.4% | -4.1% |
| 30D | +9.3% | -12.4% | +21.7% | +13.2% |
| 3M | +32.0% | -11.0% | +43.0% | +36.0% |
| 6M | -6.4% | -5.0% | -1.5% | -5.8% |
| YTD | +3.1% | -3.8% | +6.9% | +2.5% |
| 1Y | +77.6% | +25.9% | +51.6% | +63.0% |
| 3Y | +392.8% | +42.2% | +350.6% | +289.3% |
| All | +392.8% | +40.8% | +352.1% | +289.3% |
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