+60.4%
HL vs LUV
+4,376.1%
-4,315.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.4% | +0.7% | -0.3% | +0.3% |
| 30D | +18.8% | -13.4% | +32.3% | +21.1% |
| 3M | +43.7% | -9.6% | +53.3% | +45.6% |
| 6M | -1.0% | -8.9% | +7.9% | 0.0% |
| YTD | +8.7% | -5.2% | +13.9% | +8.8% |
| 1Y | +105.0% | +27.0% | +78.0% | +97.3% |
| 3Y | +427.3% | +39.6% | +387.6% | +395.1% |
| 5Y | +249.3% | -14.4% | +263.7% | +245.1% |
| 10Y | +284.2% | +17.3% | +266.9% | +266.4% |
| All | +60.4% | +4,376.1% | -4,315.7% | +73.2% |
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