+29.6%
LUV vs EAT
+37.5%
-7.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.6% | +1.7% | +2.2% |
| 7D | +0.4% | 0.0% | +0.4% | +0.4% |
| 30D | -18.4% | +1.9% | -20.3% | -19.0% |
| 3M | -3.2% | +68.7% | -71.9% | -17.2% |
| 6M | -14.8% | +66.9% | -81.7% | -26.9% |
| YTD | -2.9% | +60.4% | -63.3% | -15.6% |
| 1Y | +29.6% | +44.0% | -14.4% | +17.7% |
| All | +29.6% | +37.5% | -7.9% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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