-59.2%
ZTS vs LUV
+38.8%
-98.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -4.5% | -0.1% | -4.4% | -4.5% |
| 30D | -3.3% | -14.6% | +11.3% | -0.5% |
| 3M | -9.7% | -5.7% | -4.0% | -9.3% |
| 6M | -38.8% | -8.4% | -30.4% | -38.4% |
| YTD | -41.2% | -5.1% | -36.1% | -41.5% |
| 1Y | -50.3% | +26.6% | -76.9% | -53.6% |
| All | -59.2% | +38.8% | -98.0% | -66.8% |
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