+242.2%
ZETA vs LUV
-28.4%
+270.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.1% | +0.7% | -0.7% | -0.4% |
| 30D | +10.5% | -13.4% | +23.9% | +18.5% |
| 3M | +44.3% | -9.6% | +53.9% | +50.3% |
| 6M | +59.4% | -8.9% | +68.3% | +63.8% |
| YTD | +49.5% | -5.2% | +54.6% | +46.7% |
| 1Y | +62.7% | +27.0% | +35.6% | +35.3% |
| 3Y | +274.6% | +39.6% | +235.0% | +176.7% |
| 5Y | +349.3% | -14.4% | +363.8% | +346.8% |
| All | +242.2% | -28.4% | +270.6% | +262.7% |
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