+5,711.3%
CDNS vs LUV
+4,374.9%
+1,336.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.3% |
| 7D | -9.2% | +3.1% | -12.3% | -10.1% |
| 30D | -16.3% | -17.4% | +1.2% | -11.7% |
| 3M | -27.9% | -4.9% | -23.1% | -27.3% |
| 6M | -4.3% | -5.7% | +1.4% | -3.6% |
| YTD | -9.1% | -5.2% | -3.9% | -9.9% |
| 1Y | -21.2% | +24.1% | -45.3% | -28.2% |
| 3Y | +19.4% | +39.6% | -20.2% | +1.1% |
| 5Y | +71.6% | -12.5% | +84.1% | +62.9% |
| 10Y | +1,005.1% | +12.9% | +992.1% | +793.1% |
| All | +5,711.3% | +4,374.9% | +1,336.4% | +848.4% |
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