+12.3%
QQQ vs LUV
+57.3%
-45.1%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.8% | -5.9% | -0.1% |
| 7D | -4.6% | +6.8% | -11.4% | -5.7% |
| 30D | -8.5% | +10.9% | -19.4% | -10.1% |
| 3M | -4.3% | -4.2% | -0.1% | -3.8% |
| 6M | +3.1% | +22.1% | -19.1% | -0.1% |
| YTD | +13.0% | +13.8% | -0.8% | +9.7% |
| 1Y | +12.3% | +59.2% | -47.0% | +1.4% |
| All | +12.3% | +57.3% | -45.1% | +1.4% |
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 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