+17.5%
LUV vs ED
+108.5%
-91.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -1.0% | -0.8% | -0.2% | -0.8% |
| 30D | -12.4% | -0.4% | -11.9% | -12.3% |
| 3M | -11.0% | +0.5% | -11.4% | -11.3% |
| 6M | -5.0% | -3.1% | -1.8% | -4.6% |
| YTD | -3.8% | +9.8% | -13.6% | -7.0% |
| 1Y | +25.9% | +12.6% | +13.3% | +20.6% |
| 3Y | +42.2% | +31.4% | +10.8% | +27.0% |
| 5Y | -10.8% | +69.4% | -80.2% | -28.0% |
| All | +17.5% | +108.5% | -91.1% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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