-66.6%
CHTR vs LUV
+40.8%
-107.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.3% | +3.4% |
| 7D | -4.1% | -1.0% | -3.1% | -3.9% |
| 30D | -3.0% | -12.4% | +9.4% | -0.2% |
| 3M | +4.8% | -11.0% | +15.8% | +7.2% |
| 6M | -35.0% | -5.0% | -30.1% | -34.8% |
| YTD | -30.2% | -3.8% | -26.4% | -30.6% |
| 1Y | -44.8% | +25.9% | -70.7% | -48.8% |
| 3Y | -66.6% | +42.2% | -108.8% | -72.4% |
| All | -66.6% | +40.8% | -107.3% | -72.4% |
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 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