+8,229.2%
QLD vs LUV
+238.2%
+7,991.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.3% | +4.3% | +4.4% |
| 7D | -1.2% | +0.1% | -1.3% | -0.9% |
| 30D | -15.7% | +14.0% | -29.7% | -21.9% |
| 3M | -10.0% | +2.6% | -12.6% | -11.7% |
| 6M | -11.2% | +17.3% | -28.5% | -19.9% |
| YTD | +16.4% | +14.0% | +2.4% | +3.3% |
| 1Y | +12.7% | +47.9% | -35.2% | -14.5% |
| 3Y | +152.3% | +114.0% | +38.3% | +41.6% |
| 5Y | +91.8% | +3.2% | +88.6% | +67.7% |
| 10Y | +1,520.2% | +20.0% | +1,500.2% | +1,036.3% |
| All | +8,229.2% | +238.2% | +7,991.0% | +2,428.4% |
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