-2.1%
LQD vs LUV
-6.5%
+4.4%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.2% |
| 7D | -1.1% | -1.0% | -0.1% | -1.0% |
| 30D | -1.3% | -12.4% | +11.1% | -0.1% |
| 3M | -3.2% | -11.0% | +7.8% | -2.3% |
| 6M | -2.1% | -5.0% | +2.8% | -2.1% |
| All | -2.1% | -6.5% | +4.4% | -2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling