-36.7%
ZS vs LUV
+24.6%
-61.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.3% | -6.8% | -4.3% |
| 7D | -7.8% | +0.4% | -8.3% | -7.8% |
| 30D | +5.0% | -18.4% | +23.5% | +3.6% |
| 3M | +25.5% | -3.2% | +28.8% | +25.6% |
| 6M | +8.7% | -14.8% | +23.5% | +7.2% |
| YTD | -24.5% | -2.9% | -21.7% | -22.7% |
| 1Y | -36.7% | +29.6% | -66.3% | -34.2% |
| All | -36.7% | +24.6% | -61.3% | -34.2% |
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