+55.4%
CAH vs LUV
+27.4%
+28.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.7% |
| 7D | -5.1% | -1.0% | -4.1% | -5.1% |
| 30D | +0.2% | -12.4% | +12.5% | +0.7% |
| 3M | +6.3% | -11.0% | +17.3% | +6.8% |
| 6M | +9.4% | -5.0% | +14.4% | +9.7% |
| YTD | +15.0% | -3.8% | +18.7% | +15.4% |
| 1Y | +55.4% | +25.9% | +29.5% | +53.9% |
| All | +55.4% | +27.4% | +28.0% | +53.9% |
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