+7,859.7%
QLD vs LUV
+237.0%
+7,622.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -3.8% | +6.6% | -10.4% | -7.0% |
| 30D | -20.5% | +11.2% | -31.7% | -25.3% |
| 3M | -14.6% | +3.6% | -18.3% | -16.7% |
| 6M | -14.7% | +13.1% | -27.8% | -21.4% |
| YTD | +11.2% | +13.6% | -2.4% | -1.1% |
| 1Y | +7.1% | +44.4% | -37.3% | -17.6% |
| 3Y | +141.1% | +113.2% | +27.9% | +35.6% |
| 5Y | +84.3% | +1.5% | +82.7% | +62.7% |
| 10Y | +1,450.1% | +20.2% | +1,429.9% | +985.9% |
| All | +7,859.7% | +237.0% | +7,622.7% | +2,320.8% |
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