+107.5%
LUV vs ED
+50.2%
+57.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.6% |
| 7D | +1.1% | +2.1% | -1.0% | +1.1% |
| 30D | +14.2% | +10.4% | +3.8% | +14.7% |
| 3M | +0.6% | +12.5% | -11.9% | +1.1% |
| 6M | +15.1% | +14.9% | +0.2% | +15.6% |
| YTD | +10.2% | +24.8% | -14.6% | +10.5% |
| 1Y | +38.4% | +23.8% | +14.6% | +38.8% |
| 3Y | +107.5% | +51.6% | +55.8% | +85.3% |
| All | +107.5% | +50.2% | +57.3% | +85.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling