+4,369.3%
CNC vs LUV
+137.1%
+4,232.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -4.9% | +0.7% | -5.5% | -5.0% |
| 30D | -3.8% | -13.4% | +9.7% | -0.1% |
| 3M | -3.2% | -9.6% | +6.3% | -1.2% |
| 6M | +47.9% | -8.9% | +56.8% | +49.5% |
| YTD | +55.7% | -5.2% | +60.8% | +54.3% |
| 1Y | +106.2% | +27.0% | +79.2% | +87.9% |
| 3Y | -2.1% | +39.6% | -41.7% | -17.0% |
| 5Y | +3.4% | -14.4% | +17.8% | -2.0% |
| 10Y | +91.7% | +17.3% | +74.4% | +52.5% |
| All | +4,369.3% | +137.1% | +4,232.2% | +1,984.9% |
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