-0.3%
ZS vs LUV
+40.8%
-41.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.5% |
| 7D | -3.1% | -1.0% | -2.1% | -3.0% |
| 30D | -7.2% | -12.4% | +5.1% | -5.7% |
| 3M | +30.5% | -11.0% | +41.5% | +32.1% |
| 6M | +7.0% | -5.0% | +12.0% | +6.7% |
| YTD | -26.8% | -3.8% | -23.1% | -27.7% |
| 1Y | -42.6% | +25.9% | -68.5% | -46.9% |
| 3Y | -0.3% | +42.2% | -42.5% | -19.1% |
| All | -0.3% | +40.8% | -41.1% | -19.1% |
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