-13.5%
LUV vs EAT
+317.4%
-330.9%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -0.1% | -6.2% | +6.1% | +1.7% |
| 30D | -14.6% | -3.0% | -11.6% | -14.2% |
| 3M | -5.7% | +45.6% | -51.3% | -15.9% |
| 6M | -8.4% | +53.5% | -62.0% | -20.2% |
| YTD | -5.1% | +49.6% | -54.7% | -16.9% |
| 1Y | +26.6% | +38.9% | -12.3% | +12.4% |
| 3Y | +39.7% | +589.7% | -550.0% | -27.4% |
| All | -13.5% | +317.4% | -330.9% | -51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling