+17.5%
LUV vs ZBH
-16.2%
+33.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.3% | +0.9% |
| 7D | -1.0% | -4.7% | +3.7% | +1.1% |
| 30D | -12.4% | -4.5% | -7.9% | -10.6% |
| 3M | -11.0% | +7.6% | -18.6% | -14.3% |
| 6M | -5.0% | +0.3% | -5.3% | -6.2% |
| YTD | -3.8% | +4.5% | -8.3% | -7.0% |
| 1Y | +25.9% | -9.4% | +35.3% | +28.2% |
| 3Y | +42.2% | -21.5% | +63.7% | +52.0% |
| 5Y | -10.8% | -28.4% | +17.6% | -1.9% |
| All | +17.5% | -16.2% | +33.6% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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