-1.9%
LQD vs LUV
+57.3%
-59.2%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.8% | -6.1% | +0.4% |
| 7D | +0.4% | +6.8% | -6.4% | 0.0% |
| 30D | +2.6% | +10.9% | -8.3% | +2.0% |
| 3M | -1.7% | -4.2% | +2.5% | -1.6% |
| 6M | -1.9% | +22.1% | -24.1% | -3.0% |
| YTD | -2.2% | +13.8% | -16.0% | -3.0% |
| 1Y | -1.9% | +59.2% | -61.1% | -2.7% |
| All | -1.9% | +57.3% | -59.2% | -2.7% |
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