-31.6%
ZS vs LUV
+57.3%
-89.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.8% | -7.1% | +0.1% |
| 7D | -12.3% | +6.8% | -19.0% | -11.9% |
| 30D | +11.2% | +10.9% | +0.3% | +11.7% |
| 3M | +37.5% | -4.2% | +41.7% | +36.6% |
| 6M | +57.8% | +22.1% | +35.7% | +59.5% |
| YTD | -0.2% | +13.8% | -14.0% | +2.9% |
| 1Y | -31.6% | +59.2% | -90.9% | -30.0% |
| All | -31.6% | +57.3% | -89.0% | -30.0% |
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