+59.2%
LUV vs HTZ
-60.6%
+119.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +9.2% | -2.3% | +6.1% |
| 7D | +6.8% | +18.9% | -12.2% | +5.3% |
| 30D | +10.9% | +26.3% | -15.3% | +8.7% |
| 3M | -4.2% | +49.7% | -53.9% | -8.3% |
| 6M | +22.1% | -61.1% | +83.2% | +35.4% |
| YTD | +13.8% | -56.0% | +69.9% | +20.9% |
| 1Y | +59.2% | -66.4% | +125.7% | +84.0% |
| All | +59.2% | -60.6% | +119.9% | +84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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