+1,044.2%
CDNS vs LUV
+20.2%
+1,024.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.1% | +1.2% |
| 7D | -1.1% | -1.0% | -0.2% | -0.9% |
| 30D | -10.4% | -12.4% | +1.9% | -7.8% |
| 3M | -24.6% | -11.0% | -13.6% | -22.8% |
| 6M | -1.6% | -5.0% | +3.3% | -1.2% |
| YTD | -7.4% | -3.8% | -3.6% | -8.3% |
| 1Y | -18.4% | +25.9% | -44.3% | -24.6% |
| 3Y | +19.0% | +42.2% | -23.3% | +3.1% |
| 5Y | +73.4% | -10.8% | +84.2% | +65.4% |
| All | +1,044.2% | +20.2% | +1,024.0% | +869.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling