+717.5%
HPE vs LUV
+8.9%
+708.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +13.6% | +0.7% | +13.0% | +13.2% |
| 30D | +7.7% | -13.4% | +21.2% | +14.0% |
| 3M | +22.4% | -9.6% | +32.0% | +26.5% |
| 6M | +172.6% | -8.9% | +181.5% | +177.5% |
| YTD | +147.5% | -5.2% | +152.7% | +143.9% |
| 1Y | +151.8% | +27.0% | +124.7% | +117.5% |
| 3Y | +267.1% | +39.6% | +227.4% | +190.0% |
| 5Y | +362.8% | -14.4% | +377.2% | +340.6% |
| 10Y | +540.2% | +17.3% | +522.9% | +395.9% |
| All | +717.5% | +8.9% | +708.6% | +530.5% |
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