+9,127.5%
QLD vs LUV
+188.3%
+8,939.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -1.0% |
| 7D | +0.6% | +0.4% | +0.1% | +0.3% |
| 30D | -0.1% | -18.4% | +18.3% | +11.8% |
| 3M | -8.4% | -3.2% | -5.1% | -7.3% |
| 6M | +32.2% | -14.8% | +47.0% | +42.6% |
| YTD | +28.9% | -2.9% | +31.8% | +25.6% |
| 1Y | +43.8% | +29.6% | +14.2% | +16.9% |
| 3Y | +176.6% | +35.2% | +141.4% | +104.0% |
| 5Y | +121.6% | -11.7% | +133.2% | +110.5% |
| 10Y | +1,652.9% | +21.6% | +1,631.3% | +1,096.0% |
| All | +9,127.5% | +188.3% | +8,939.2% | +2,974.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling