+916.9%
VZ vs LUV
+5,257.9%
-4,341.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | +0.2% |
| 7D | +2.2% | +5.3% | -3.1% | +1.4% |
| 30D | +10.6% | +11.1% | -0.5% | +8.6% |
| 3M | -0.6% | -1.1% | +0.5% | -0.7% |
| 6M | +0.7% | +13.1% | -12.4% | -1.8% |
| YTD | +20.6% | +13.5% | +7.1% | +16.3% |
| 1Y | +22.7% | +45.2% | -22.5% | +13.5% |
| 3Y | +57.2% | +111.4% | -54.2% | +32.9% |
| 5Y | +21.4% | -0.9% | +22.3% | +14.6% |
| 10Y | +65.5% | +23.7% | +41.8% | +42.5% |
| All | +916.9% | +5,257.9% | -4,341.0% | +265.4% |
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