+4,339.7%
CHRW vs LUV
+553.4%
+3,786.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.4% | +4.1% | +2.3% |
| 7D | +1.9% | +3.1% | -1.2% | +1.1% |
| 30D | +0.9% | -17.4% | +18.4% | +6.0% |
| 3M | -19.9% | -4.9% | -15.0% | -19.4% |
| 6M | -15.8% | -5.7% | -10.1% | -15.6% |
| YTD | -5.6% | -5.2% | -0.4% | -5.9% |
| 1Y | +21.0% | +24.1% | -3.1% | +11.9% |
| 3Y | +86.0% | +39.6% | +46.4% | +60.5% |
| 5Y | +88.6% | -12.5% | +101.1% | +79.6% |
| 10Y | +169.3% | +12.9% | +156.4% | +119.2% |
| All | +4,339.7% | +553.4% | +3,786.2% | +1,485.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling