+243.8%
HPQ vs LUV
+20.2%
+223.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.4% | +7.0% | +7.9% |
| 7D | +9.8% | -1.0% | +10.7% | +10.2% |
| 30D | +22.4% | -12.4% | +34.7% | +27.8% |
| 3M | +45.2% | -11.0% | +56.1% | +50.1% |
| 6M | +96.4% | -5.0% | +101.4% | +96.4% |
| YTD | +65.4% | -3.8% | +69.2% | +62.1% |
| 1Y | +31.6% | +25.9% | +5.7% | +16.4% |
| 3Y | +37.0% | +42.2% | -5.2% | +10.3% |
| 5Y | +53.0% | -10.8% | +63.8% | +43.8% |
| All | +243.8% | +20.2% | +223.6% | +187.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling