+1,502.1%
QLD vs LUV
+15.9%
+1,486.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.8% | -2.1% |
| 7D | +7.0% | +1.1% | +5.9% | +6.5% |
| 30D | -14.3% | +14.2% | -28.6% | -20.0% |
| 3M | -16.0% | +0.6% | -16.6% | -16.5% |
| 6M | -14.2% | +15.1% | -29.3% | -20.7% |
| YTD | +12.8% | +10.2% | +2.6% | +3.6% |
| 1Y | +14.1% | +38.4% | -24.4% | -7.3% |
| 3Y | +146.0% | +107.5% | +38.5% | +49.2% |
| 5Y | +82.0% | +1.1% | +80.9% | +64.2% |
| All | +1,502.1% | +15.9% | +1,486.3% | +1,306.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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