+22.7%
VZ vs LUV
+27.8%
-5.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.2% |
| 30D | +5.7% | -14.6% | +20.3% | +5.7% |
| 3M | +8.2% | -5.7% | +13.9% | +8.4% |
| 6M | +1.7% | -8.4% | +10.2% | +2.0% |
| YTD | +28.9% | -5.1% | +34.0% | +26.3% |
| 1Y | +22.7% | +26.6% | -3.8% | +14.5% |
| All | +22.7% | +27.8% | -5.1% | +14.5% |
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 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