+42.2%
LUV vs ET
+96.2%
-53.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.8% | +2.2% | +1.7% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -12.4% | +2.9% | -15.2% | -13.2% |
| 3M | -11.0% | +16.8% | -27.8% | -15.8% |
| 6M | -5.0% | +18.9% | -23.8% | -11.6% |
| YTD | -3.8% | +37.7% | -41.5% | -16.5% |
| 1Y | +25.9% | +32.4% | -6.5% | +11.1% |
| 3Y | +42.2% | +99.5% | -57.2% | +8.1% |
| All | +42.2% | +96.2% | -53.9% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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