+17.5%
LUV vs DPZ
+141.0%
-123.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.8% | +3.2% | +1.7% |
| 7D | -1.0% | -8.6% | +7.7% | +0.5% |
| 30D | -12.4% | -11.9% | -0.4% | -10.6% |
| 3M | -11.0% | +0.4% | -11.4% | -11.2% |
| 6M | -5.0% | -19.9% | +14.9% | -1.8% |
| YTD | -3.8% | -24.4% | +20.6% | +0.2% |
| 1Y | +25.9% | -30.4% | +56.4% | +32.8% |
| 3Y | +42.2% | -17.4% | +59.6% | +45.6% |
| 5Y | -10.8% | -34.6% | +23.8% | -8.2% |
| All | +17.5% | +141.0% | -123.6% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 10y: compounded portfolio wealth divided by compounded DPZ 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…
10y analysis · Full analysis span regression · 6 months rolling