+180.0%
HOOD vs LUV
-14.7%
+194.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +7.7% | +0.7% | +7.1% | +7.4% |
| 30D | +22.0% | -13.4% | +35.4% | +33.1% |
| 3M | +37.6% | -9.6% | +47.2% | +44.4% |
| 6M | +45.3% | -8.9% | +54.2% | +51.0% |
| YTD | +1.9% | -5.2% | +7.1% | -0.1% |
| 1Y | -2.7% | +27.0% | -29.8% | -23.2% |
| 3Y | +973.4% | +39.6% | +933.7% | +637.5% |
| All | +180.0% | -14.7% | +194.7% | +166.0% |
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