+1,284.2%
CLS vs LUV
+38.7%
+1,245.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +20.1% | +0.7% | +19.4% | +19.9% |
| 30D | +6.0% | -13.4% | +19.5% | +9.8% |
| 3M | -10.3% | -9.6% | -0.7% | -7.9% |
| 6M | +24.5% | -8.9% | +33.4% | +26.8% |
| YTD | +12.9% | -5.2% | +18.0% | +13.0% |
| 1Y | +36.7% | +27.0% | +9.6% | +25.3% |
| All | +1,284.2% | +38.7% | +1,245.5% | +1,049.0% |
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