-12.3%
LUV vs TRGP
+628.1%
-640.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -14.5% |
| 3M | -11.0% | +8.3% | -19.2% | -13.7% |
| 6M | -5.0% | +23.9% | -28.9% | -12.6% |
| YTD | -3.8% | +59.6% | -63.4% | -19.2% |
| 1Y | +25.9% | +79.4% | -53.5% | +0.8% |
| 3Y | +42.2% | +269.4% | -227.2% | -14.8% |
| All | -12.3% | +628.1% | -640.4% | -61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling