+40.3%
QLD vs LUV
+24.6%
+15.7%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +1.9% | +0.7% | +1.2% | +1.7% |
| 30D | -1.8% | -13.4% | +11.6% | +2.6% |
| 3M | -0.1% | -9.6% | +9.5% | +3.2% |
| 6M | +32.6% | -8.9% | +41.5% | +34.7% |
| YTD | +27.9% | -5.2% | +33.1% | +28.8% |
| 1Y | +40.3% | +27.0% | +13.2% | +30.6% |
| All | +40.3% | +24.6% | +15.7% | +30.6% |
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