-10.2%
TQQQ vs LUV
+51.8%
-62.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.9% | -4.3% | -14.7% | -16.7% |
| 7D | -27.1% | +1.7% | -28.9% | -27.3% |
| 30D | -40.1% | +4.7% | -44.8% | -41.1% |
| 3M | -30.6% | -8.5% | -22.1% | -27.3% |
| 6M | -24.8% | +12.9% | -37.7% | -28.1% |
| YTD | -3.7% | +9.0% | -12.7% | -8.1% |
| 1Y | -10.2% | +43.1% | -53.3% | -29.7% |
| All | -10.2% | +51.8% | -62.0% | -29.7% |
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