+2,660.5%
LUV vs ZBRA
+8,746.0%
-6,085.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -0.1% | -3.8% | +3.7% | +0.8% |
| 30D | -14.6% | -10.2% | -4.4% | -12.5% |
| 3M | -5.7% | +58.7% | -64.4% | -15.8% |
| 6M | -8.4% | +61.9% | -70.3% | -18.8% |
| YTD | -5.1% | +41.7% | -46.8% | -13.6% |
| 1Y | +26.6% | +12.4% | +14.2% | +21.1% |
| 3Y | +39.7% | +34.2% | +5.5% | +26.6% |
| 5Y | -12.0% | -40.8% | +28.7% | -7.5% |
| 10Y | +17.3% | +420.3% | -403.0% | -21.6% |
| All | +2,660.5% | +8,746.0% | -6,085.5% | +860.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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