+105.2%
TQQQ vs LUV
-11.9%
+117.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.4% | +1.1% | +1.5% |
| 7D | -1.9% | -1.0% | -1.0% | -1.2% |
| 30D | -4.9% | -12.4% | +7.5% | +4.9% |
| 3M | -6.4% | -11.0% | +4.6% | +1.9% |
| 6M | +44.4% | -5.0% | +49.4% | +48.8% |
| YTD | +35.2% | -3.8% | +39.0% | +31.8% |
| 1Y | +49.5% | +25.9% | +23.6% | +14.4% |
| 3Y | +250.7% | +42.2% | +208.5% | +113.1% |
| All | +105.2% | -11.9% | +117.1% | +106.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling