+776.5%
CCL vs LUV
+4,376.1%
-3,599.6%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -4.4% | +0.7% | -5.0% | -4.7% |
| 30D | -18.2% | -13.4% | -4.7% | -12.0% |
| 3M | -17.7% | -9.6% | -8.1% | -13.4% |
| 6M | -13.0% | -8.9% | -4.1% | -8.2% |
| YTD | -24.5% | -5.2% | -19.3% | -22.1% |
| 1Y | -26.9% | +27.0% | -54.0% | -34.9% |
| 3Y | +50.8% | +39.6% | +11.1% | +24.5% |
| 5Y | -0.9% | -14.4% | +13.5% | +8.7% |
| 10Y | -41.7% | +17.3% | -58.9% | -38.1% |
| All | +776.5% | +4,376.1% | -3,599.6% | +148.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling