+138.4%
HLT vs LUV
-11.9%
+150.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | -1.6% | -1.0% | -0.6% | -1.3% |
| 30D | -5.0% | -12.4% | +7.3% | -0.7% |
| 3M | -10.4% | -11.0% | +0.6% | -7.3% |
| 6M | +3.2% | -5.0% | +8.2% | +3.6% |
| YTD | +6.7% | -3.8% | +10.5% | +5.2% |
| 1Y | +10.3% | +25.9% | -15.6% | -2.6% |
| 3Y | +99.3% | +42.2% | +57.1% | +56.3% |
| All | +138.4% | -11.9% | +150.4% | +140.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling