+44.6%
COP vs LUV
+24.6%
+20.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -0.5% |
| 7D | +3.0% | +0.4% | +2.6% | +3.2% |
| 30D | +17.5% | -18.4% | +35.9% | +12.2% |
| 3M | +13.4% | -3.2% | +16.6% | +12.7% |
| 6M | +17.7% | -14.8% | +32.6% | +17.9% |
| YTD | +46.6% | -2.9% | +49.4% | +45.8% |
| 1Y | +44.6% | +29.6% | +15.0% | +42.8% |
| All | +44.6% | +24.6% | +20.0% | +42.8% |
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 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