+161.0%
CIEN vs LUV
+947.5%
-786.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -4.6% | +0.7% | -5.2% | -4.9% |
| 30D | -12.8% | -13.4% | +0.6% | -7.8% |
| 3M | -23.1% | -9.6% | -13.5% | -20.3% |
| 6M | +6.1% | -8.9% | +15.0% | +8.8% |
| YTD | +44.5% | -5.2% | +49.7% | +43.6% |
| 1Y | +176.6% | +27.0% | +149.6% | +143.1% |
| 3Y | +601.0% | +39.6% | +561.3% | +461.0% |
| 5Y | +509.1% | -14.4% | +523.5% | +479.1% |
| 10Y | +1,460.5% | +17.3% | +1,443.2% | +1,029.3% |
| All | +161.0% | +947.5% | -786.5% | -45.3% |
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