+275.4%
ZETA vs LUV
+38.8%
+236.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.4% | +0.4% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | +4.8% | -14.6% | +19.4% | +11.6% |
| 3M | +53.3% | -5.7% | +59.0% | +55.8% |
| 6M | +66.8% | -8.4% | +75.2% | +70.4% |
| YTD | +50.2% | -5.1% | +55.3% | +48.5% |
| 1Y | +62.0% | +26.6% | +35.5% | +39.2% |
| All | +275.4% | +38.8% | +236.6% | +170.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling