+17.1%
CDNS vs LUV
+38.8%
-21.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -6.5% | -0.1% | -6.4% | -6.5% |
| 30D | -13.0% | -14.6% | +1.6% | -10.7% |
| 3M | -26.0% | -5.7% | -20.3% | -25.4% |
| 6M | -2.8% | -8.4% | +5.6% | -2.0% |
| YTD | -8.8% | -5.1% | -3.7% | -9.3% |
| 1Y | -15.8% | +26.6% | -42.4% | -21.3% |
| All | +17.1% | +38.8% | -21.6% | -0.2% |
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