+49.3%
CCL vs LUV
+40.8%
+8.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.3% |
| 7D | -3.2% | -1.0% | -2.3% | -2.6% |
| 30D | -17.8% | -12.4% | -5.4% | -10.5% |
| 3M | -18.7% | -11.0% | -7.7% | -12.7% |
| 6M | -11.4% | -5.0% | -6.4% | -8.2% |
| YTD | -24.3% | -3.8% | -20.5% | -22.4% |
| 1Y | -28.8% | +25.9% | -54.7% | -37.6% |
| 3Y | +49.3% | +42.2% | +7.1% | +6.7% |
| All | +49.3% | +40.8% | +8.6% | +6.7% |
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