+25.9%
VZ vs LUV
-13.6%
+39.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.7% |
| 7D | +0.2% | +3.1% | -2.9% | 0.0% |
| 30D | +7.1% | -17.4% | +24.5% | +8.3% |
| 3M | +12.8% | -4.9% | +17.7% | +13.0% |
| 6M | +1.8% | -5.7% | +7.5% | +1.9% |
| YTD | +30.0% | -5.2% | +35.2% | +29.3% |
| 1Y | +24.3% | +24.1% | +0.2% | +20.7% |
| 3Y | +84.3% | +39.6% | +44.7% | +74.1% |
| 5Y | +25.9% | -12.5% | +38.4% | +25.2% |
| All | +25.9% | -13.6% | +39.6% | +25.2% |
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