+185.3%
QLD vs LUV
+41.1%
+144.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.5% |
| 7D | +0.6% | +0.4% | +0.1% | +0.4% |
| 30D | -0.1% | -18.4% | +18.3% | +7.8% |
| 3M | -8.4% | -3.2% | -5.1% | -7.4% |
| 6M | +32.2% | -14.8% | +47.0% | +38.9% |
| YTD | +28.9% | -2.9% | +31.8% | +27.3% |
| 1Y | +43.8% | +29.6% | +14.2% | +25.1% |
| All | +185.3% | +41.1% | +144.2% | +116.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling