+928.8%
VZ vs LUV
+5,278.7%
-4,349.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +8.9% | +14.0% | -5.1% | +6.6% |
| 3M | +0.1% | +2.6% | -2.5% | -0.5% |
| 6M | +1.9% | +17.3% | -15.4% | -1.2% |
| YTD | +22.0% | +14.0% | +8.1% | +17.5% |
| 1Y | +22.1% | +47.9% | -25.8% | +12.7% |
| 3Y | +58.7% | +114.0% | -55.3% | +33.9% |
| 5Y | +22.3% | +3.2% | +19.2% | +14.7% |
| 10Y | +71.6% | +20.0% | +51.6% | +48.6% |
| All | +928.8% | +5,278.7% | -4,349.9% | +269.5% |
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 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