+7,463.6%
CI vs LUV
+4,484.9%
+2,978.7%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -1.8% |
| 7D | +1.3% | +0.4% | +0.9% | +1.2% |
| 30D | +4.4% | -18.4% | +22.9% | +9.1% |
| 3M | +0.7% | -3.2% | +3.9% | +0.8% |
| 6M | +0.3% | -14.8% | +15.2% | +2.6% |
| YTD | +3.8% | -2.9% | +6.7% | +2.3% |
| 1Y | -5.5% | +29.6% | -35.1% | -13.0% |
| 3Y | +8.1% | +35.2% | -27.1% | -5.2% |
| 5Y | +42.8% | -11.7% | +54.5% | +35.3% |
| 10Y | +143.9% | +21.6% | +122.3% | +104.3% |
| All | +7,463.6% | +4,484.9% | +2,978.7% | +2,173.6% |
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