-62.3%
ZTS vs LUV
-11.9%
-50.4%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.3% | -0.1% |
| 7D | -3.7% | -1.0% | -2.8% | -3.6% |
| 30D | -0.8% | -12.4% | +11.6% | +1.8% |
| 3M | -9.7% | -11.0% | +1.3% | -8.0% |
| 6M | -38.4% | -5.0% | -33.4% | -38.3% |
| YTD | -41.1% | -3.8% | -37.3% | -41.6% |
| 1Y | -50.6% | +25.9% | -76.5% | -54.0% |
| 3Y | -59.1% | +42.2% | -101.4% | -64.3% |
| All | -62.3% | -11.9% | -50.4% | -65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling