-0.9%
KHC vs LUV
+27.4%
-28.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.6% | +0.8% |
| 7D | -1.0% | -1.0% | 0.0% | -1.0% |
| 30D | +1.9% | -12.4% | +14.2% | +2.4% |
| 3M | +3.2% | -11.0% | +14.2% | +3.7% |
| 6M | +10.0% | -5.0% | +14.9% | +10.3% |
| YTD | +6.7% | -3.8% | +10.5% | +6.1% |
| 1Y | -0.9% | +25.9% | -26.8% | -6.1% |
| All | -0.9% | +27.4% | -28.3% | -6.1% |
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 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