+607.3%
CEG vs LUV
-7.1%
+614.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.7% |
| 7D | +0.3% | -0.1% | +0.4% | +0.4% |
| 30D | +2.9% | -14.6% | +17.5% | +6.6% |
| 3M | +18.2% | -5.7% | +23.9% | +19.4% |
| 6M | -9.5% | -8.4% | -1.1% | -8.4% |
| YTD | -18.7% | -5.1% | -13.6% | -19.1% |
| 1Y | -10.1% | +26.6% | -36.7% | -16.9% |
| 3Y | +168.3% | +39.7% | +128.7% | +135.7% |
| All | +607.3% | -7.1% | +614.5% | +558.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling