+7.1%
QLD vs LUV
+44.0%
-36.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.8% | +6.6% | -10.4% | -5.6% |
| 30D | -20.5% | +11.2% | -31.7% | -23.2% |
| 3M | -14.6% | +3.6% | -18.3% | -15.6% |
| 6M | -14.7% | +13.1% | -27.8% | -17.8% |
| YTD | +11.2% | +13.6% | -2.4% | +5.6% |
| 1Y | +7.1% | +44.4% | -37.3% | -8.7% |
| All | +7.1% | +44.0% | -36.9% | -8.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling