+65.0%
CNQ vs LUV
+27.4%
+37.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.4% | -2.0% | -0.2% |
| 7D | +0.1% | -1.0% | +1.1% | -0.1% |
| 30D | +6.2% | -12.4% | +18.6% | +2.9% |
| 3M | +12.4% | -11.0% | +23.4% | +9.5% |
| 6M | +9.0% | -5.0% | +14.0% | +9.3% |
| YTD | +52.2% | -3.8% | +56.0% | +51.9% |
| 1Y | +65.0% | +25.9% | +39.1% | +64.9% |
| All | +65.0% | +27.4% | +37.6% | +64.9% |
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 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