-5.8%
TDG vs LUV
+57.3%
-63.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.8% | -6.1% | -0.8% |
| 7D | +7.1% | +6.8% | +0.3% | +5.4% |
| 30D | +11.4% | +10.9% | +0.4% | +8.7% |
| 3M | -4.6% | -4.2% | -0.3% | -4.1% |
| 6M | +5.8% | +22.1% | -16.3% | +1.5% |
| YTD | -8.5% | +13.8% | -22.3% | -12.0% |
| 1Y | -5.8% | +59.2% | -65.1% | -9.0% |
| All | -5.8% | +57.3% | -63.1% | -9.0% |
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 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