-46.6%
COIN vs LUV
-33.4%
-13.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +0.8% |
| 7D | -5.1% | -1.0% | -4.1% | -4.5% |
| 30D | +17.6% | -12.4% | +29.9% | +27.1% |
| 3M | +9.2% | -11.0% | +20.2% | +16.1% |
| 6M | -11.8% | -5.0% | -6.8% | -11.6% |
| YTD | -22.5% | -3.8% | -18.7% | -26.3% |
| 1Y | -45.9% | +25.9% | -71.8% | -58.3% |
| 3Y | +117.4% | +42.2% | +75.2% | +37.4% |
| 5Y | -29.4% | -10.8% | -18.7% | -34.4% |
| All | -46.6% | -33.4% | -13.2% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling