-12.3%
LUV vs HRB
+114.1%
-126.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.9% | +1.3% |
| 7D | -1.0% | -8.0% | +7.1% | +0.3% |
| 30D | -12.4% | -16.0% | +3.6% | -10.1% |
| 3M | -11.0% | +26.9% | -37.8% | -15.1% |
| 6M | -5.0% | +51.1% | -56.1% | -13.0% |
| YTD | -3.8% | +7.1% | -10.8% | -5.0% |
| 1Y | +25.9% | -9.6% | +35.5% | +29.3% |
| 3Y | +42.2% | +25.4% | +16.8% | +29.8% |
| All | -12.3% | +114.1% | -126.3% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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