+57.9%
CNQ vs LUV
+51.8%
+6.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.3% | +2.8% | -2.7% |
| 7D | -11.2% | +1.7% | -12.9% | -10.4% |
| 30D | +1.7% | +4.7% | -3.0% | +3.5% |
| 3M | +10.3% | -8.5% | +18.8% | +8.7% |
| 6M | +4.3% | +12.9% | -8.7% | +8.8% |
| YTD | +48.7% | +9.0% | +39.7% | +54.3% |
| 1Y | +57.9% | +43.1% | +14.9% | +69.4% |
| All | +57.9% | +51.8% | +6.1% | +69.4% |
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