+344.5%
ZETA vs LUV
-11.9%
+356.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.7% | -2.0% |
| 7D | -3.7% | -1.0% | -2.8% | -3.3% |
| 30D | +5.7% | -12.4% | +18.1% | +12.8% |
| 3M | +50.4% | -11.0% | +61.4% | +58.3% |
| 6M | +65.5% | -5.0% | +70.4% | +66.3% |
| YTD | +48.3% | -3.8% | +52.1% | +44.3% |
| 1Y | +45.4% | +25.9% | +19.5% | +20.6% |
| 3Y | +270.8% | +42.2% | +228.5% | +166.9% |
| All | +344.5% | -11.9% | +356.4% | +353.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling