+403.3%
ZS vs LUV
-28.2%
+431.6%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.5% | +2.6% |
| 7D | -3.8% | +0.7% | -4.5% | -4.0% |
| 30D | -6.0% | -13.4% | +7.5% | -3.2% |
| 3M | +32.0% | -9.6% | +41.6% | +34.1% |
| 6M | +2.1% | -8.9% | +11.0% | +2.8% |
| YTD | -26.2% | -5.2% | -21.0% | -27.1% |
| 1Y | -41.2% | +27.0% | -68.2% | -46.3% |
| 3Y | +3.3% | +39.6% | -36.3% | -11.2% |
| 5Y | -40.7% | -14.4% | -26.3% | -44.1% |
| All | +403.3% | -28.2% | +431.6% | +409.4% |
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