+1,500.5%
CIEN vs LUV
+20.2%
+1,480.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.4% | +3.1% | +4.1% |
| 7D | +8.9% | -1.0% | +9.9% | +9.2% |
| 30D | -19.1% | -12.4% | -6.7% | -16.0% |
| 3M | -21.5% | -11.0% | -10.5% | -19.0% |
| 6M | +2.8% | -5.0% | +7.8% | +3.6% |
| YTD | +49.5% | -3.8% | +53.2% | +48.5% |
| 1Y | +163.8% | +25.9% | +137.9% | +141.8% |
| 3Y | +615.8% | +42.2% | +573.6% | +509.1% |
| 5Y | +548.4% | -10.8% | +559.1% | +516.4% |
| All | +1,500.5% | +20.2% | +1,480.2% | +1,327.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling