+1.5%
HON vs LUV
-11.9%
+13.4%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.3% |
| 7D | -3.5% | -1.0% | -2.5% | -3.2% |
| 30D | -13.8% | -12.4% | -1.4% | -10.9% |
| 3M | -11.7% | -11.0% | -0.7% | -9.4% |
| 6M | -18.7% | -5.0% | -13.8% | -18.3% |
| YTD | +0.2% | -3.8% | +4.0% | -0.2% |
| 1Y | -3.1% | +25.9% | -29.0% | -10.2% |
| 3Y | +17.0% | +42.2% | -25.3% | +1.3% |
| All | +1.5% | -11.9% | +13.4% | -0.9% |
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