+17.5%
LUV vs TRGP
+863.3%
-845.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.6% | +2.0% | +1.6% |
| 7D | -1.0% | +0.1% | -1.0% | -1.0% |
| 30D | -12.4% | +8.0% | -20.4% | -14.2% |
| 3M | -11.0% | +8.3% | -19.2% | -13.3% |
| 6M | -5.0% | +23.9% | -28.9% | -11.2% |
| YTD | -3.8% | +59.6% | -63.4% | -16.0% |
| 1Y | +25.9% | +79.4% | -53.5% | +6.2% |
| 3Y | +42.2% | +269.4% | -227.2% | -1.6% |
| 5Y | -10.8% | +641.6% | -652.4% | -48.7% |
| All | +17.5% | +863.3% | -845.8% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling