+31.6%
HPQ vs LUV
+27.4%
+4.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.4% | +7.0% | +8.2% |
| 7D | +9.8% | -1.0% | +10.7% | +9.9% |
| 30D | +22.4% | -12.4% | +34.7% | +24.6% |
| 3M | +45.2% | -11.0% | +56.1% | +47.1% |
| 6M | +96.4% | -5.0% | +101.4% | +96.4% |
| YTD | +65.4% | -3.8% | +69.2% | +61.0% |
| 1Y | +31.6% | +25.9% | +5.7% | +8.9% |
| All | +31.6% | +27.4% | +4.2% | +8.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling