+990.1%
VZ vs LUV
+4,484.9%
-3,494.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.2% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +7.9% | -18.4% | +26.3% | +11.2% |
| 3M | +13.6% | -3.2% | +16.9% | +13.8% |
| 6M | +1.1% | -14.8% | +15.9% | +2.7% |
| YTD | +29.3% | -2.9% | +32.1% | +27.9% |
| 1Y | +21.2% | +29.6% | -8.3% | +14.2% |
| 3Y | +75.9% | +35.2% | +40.7% | +60.2% |
| 5Y | +24.1% | -11.7% | +35.8% | +19.2% |
| 10Y | +62.4% | +21.6% | +40.8% | +39.8% |
| All | +990.1% | +4,484.9% | -3,494.8% | +302.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling