+4,329.9%
LUV vs HRB
+3,081.6%
+1,248.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.7% | +0.5% |
| 7D | +0.7% | -10.6% | +11.3% | +4.1% |
| 30D | -13.4% | -0.8% | -12.6% | -13.9% |
| 3M | -9.6% | +19.1% | -28.6% | -15.6% |
| 6M | -8.9% | +48.7% | -57.6% | -22.0% |
| YTD | -5.2% | +7.1% | -12.3% | -10.6% |
| 1Y | +27.0% | -8.3% | +35.4% | +25.5% |
| 3Y | +39.6% | +25.8% | +13.8% | +21.4% |
| 5Y | -14.4% | +111.1% | -125.5% | -38.9% |
| 10Y | +17.3% | +206.6% | -189.3% | -30.7% |
| All | +4,329.9% | +3,081.6% | +1,248.4% | +759.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling