+43.1%
LUV vs EQX
+6.3%
+36.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +1.7% | +10.8% | -9.1% | +0.5% |
| 30D | +4.7% | -0.9% | +5.6% | +4.3% |
| 3M | -8.5% | +9.5% | -18.0% | -9.7% |
| 6M | +12.9% | -16.8% | +29.7% | +13.0% |
| YTD | +9.0% | -19.3% | +28.3% | +6.5% |
| 1Y | +43.1% | +6.9% | +36.2% | +32.2% |
| All | +43.1% | +6.3% | +36.8% | +32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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