-31.9%
CEG vs LUV
+57.3%
-89.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +6.8% | -13.5% | -7.7% |
| 7D | -4.8% | +6.8% | -11.6% | -5.9% |
| 30D | -8.2% | +10.9% | -19.1% | -9.8% |
| 3M | -7.9% | -4.2% | -3.7% | -7.2% |
| 6M | -23.2% | +22.1% | -45.4% | -26.1% |
| YTD | -30.1% | +13.8% | -44.0% | -33.1% |
| 1Y | -31.9% | +59.2% | -91.1% | -38.2% |
| All | -31.9% | +57.3% | -89.2% | -38.2% |
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 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