+5.6%
CDE vs LUV
+57.3%
-51.7%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.8% | +1.9% | +6.2% |
| 7D | +1.1% | +6.8% | -5.7% | -1.2% |
| 30D | -14.5% | +10.9% | -25.4% | -17.6% |
| 3M | -10.1% | -4.2% | -5.8% | -8.9% |
| 6M | -16.9% | +22.1% | -39.0% | -22.1% |
| YTD | -18.1% | +13.8% | -32.0% | -21.2% |
| 1Y | +5.6% | +59.2% | -53.6% | -12.5% |
| All | +5.6% | +57.3% | -51.7% | -12.5% |
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