+5,436.0%
HON vs LUV
+4,440.9%
+995.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.4% |
| 3M | -11.7% | -11.0% | -0.7% | -9.0% |
| 6M | -18.7% | -5.0% | -13.8% | -18.2% |
| YTD | +0.2% | -3.8% | +4.0% | -0.3% |
| 1Y | -3.1% | +25.9% | -29.0% | -11.6% |
| 3Y | +17.0% | +42.2% | -25.3% | -1.2% |
| 5Y | +2.0% | -10.8% | +12.8% | -3.1% |
| 10Y | +135.4% | +19.0% | +116.4% | +96.0% |
| All | +5,436.0% | +4,440.9% | +995.1% | +1,760.7% |
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