+20.2%
CLF vs LUV
+57.3%
-37.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | +6.8% | -16.0% | -10.8% |
| 7D | -7.9% | +6.8% | -14.7% | -9.6% |
| 30D | +5.2% | +10.9% | -5.7% | +2.1% |
| 3M | +4.3% | -4.2% | +8.5% | +6.0% |
| 6M | +25.3% | +22.1% | +3.1% | +14.9% |
| YTD | -3.3% | +13.8% | -17.1% | -6.9% |
| 1Y | +20.2% | +59.2% | -39.0% | +1.7% |
| All | +20.2% | +57.3% | -37.1% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling