+67.8%
ZETA vs LUV
+24.6%
+43.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.4% | -4.9% |
| 7D | +2.7% | +0.4% | +2.2% | +2.4% |
| 30D | +15.8% | -18.4% | +34.2% | +24.8% |
| 3M | +35.4% | -3.2% | +38.6% | +35.9% |
| 6M | +67.1% | -14.8% | +82.0% | +75.1% |
| YTD | +54.1% | -2.9% | +56.9% | +51.0% |
| 1Y | +67.8% | +29.6% | +38.2% | +16.0% |
| All | +67.8% | +24.6% | +43.2% | +16.0% |
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