+250.7%
TQQQ vs LUV
+40.8%
+210.0%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.1% | +1.7% |
| 7D | -1.9% | -1.0% | -1.0% | -1.4% |
| 30D | -4.9% | -12.4% | +7.5% | +2.5% |
| 3M | -6.4% | -11.0% | +4.6% | 0.0% |
| 6M | +44.4% | -5.0% | +49.4% | +48.4% |
| YTD | +35.2% | -3.8% | +39.0% | +34.0% |
| 1Y | +49.5% | +25.9% | +23.6% | +24.2% |
| 3Y | +250.7% | +42.2% | +208.5% | +134.6% |
| All | +250.7% | +40.8% | +210.0% | +134.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling