+2,909.2%
HPQ vs LUV
+4,376.1%
-1,466.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +2.2% | +0.7% | +1.6% | +2.1% |
| 30D | +9.7% | -13.4% | +23.2% | +14.4% |
| 3M | +32.7% | -9.6% | +42.3% | +35.8% |
| 6M | +77.7% | -8.9% | +86.6% | +80.0% |
| YTD | +51.0% | -5.2% | +56.1% | +49.4% |
| 1Y | +18.4% | +27.0% | -8.6% | +7.2% |
| 3Y | +25.6% | +39.6% | -14.1% | +6.8% |
| 5Y | +38.6% | -14.4% | +53.1% | +33.8% |
| 10Y | +226.1% | +17.3% | +208.9% | +175.1% |
| All | +2,909.2% | +4,376.1% | -1,466.9% | +660.1% |
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