+415.5%
CNQ vs LUV
+20.2%
+395.3%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -1.0% |
| 7D | +0.1% | -1.0% | +1.1% | +0.4% |
| 30D | +6.2% | -12.4% | +18.6% | +10.2% |
| 3M | +12.4% | -11.0% | +23.4% | +14.9% |
| 6M | +9.0% | -5.0% | +14.0% | +7.0% |
| YTD | +52.2% | -3.8% | +56.0% | +46.2% |
| 1Y | +65.0% | +25.9% | +39.1% | +41.9% |
| 3Y | +78.8% | +42.2% | +36.6% | +36.2% |
| 5Y | +286.0% | -10.8% | +296.7% | +248.6% |
| All | +415.5% | +20.2% | +395.3% | +331.8% |
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