+72.1%
CNP vs LUV
-14.7%
+86.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.7% | +0.7% | 0.0% | +0.6% |
| 30D | -0.1% | -13.4% | +13.4% | +1.2% |
| 3M | -5.6% | -9.6% | +4.0% | -5.0% |
| 6M | -7.5% | -8.9% | +1.4% | -7.1% |
| YTD | +5.5% | -5.2% | +10.7% | +4.9% |
| 1Y | +8.3% | +27.0% | -18.7% | +3.7% |
| 3Y | +51.8% | +39.6% | +12.1% | +39.1% |
| All | +72.1% | -14.7% | +86.8% | +67.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling