+132.5%
CNP vs LUV
+20.2%
+112.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.3% |
| 7D | -1.4% | -1.0% | -0.5% | -1.2% |
| 30D | -2.9% | -12.4% | +9.4% | -0.3% |
| 3M | -7.5% | -11.0% | +3.5% | -5.7% |
| 6M | -7.9% | -5.0% | -2.9% | -8.1% |
| YTD | +3.7% | -3.8% | +7.5% | +2.2% |
| 1Y | +4.6% | +25.9% | -21.3% | -3.8% |
| 3Y | +49.1% | +42.2% | +6.9% | +26.7% |
| 5Y | +69.2% | -10.8% | +80.0% | +60.5% |
| All | +132.5% | +20.2% | +112.2% | +95.2% |
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