-49.3%
CCI vs LUV
-11.9%
-37.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.4% | +0.9% | +2.2% |
| 7D | -0.3% | -1.0% | +0.7% | -0.2% |
| 30D | +2.2% | -12.4% | +14.6% | +3.7% |
| 3M | -16.9% | -11.0% | -5.9% | -16.0% |
| 6M | -11.5% | -5.0% | -6.6% | -11.6% |
| YTD | -12.8% | -3.8% | -9.1% | -13.5% |
| 1Y | -17.1% | +25.9% | -43.0% | -20.8% |
| 3Y | -9.6% | +42.2% | -51.9% | -18.3% |
| All | -49.3% | -11.9% | -37.4% | -51.6% |
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