+4,518.6%
COP vs LUV
+4,374.9%
+143.7%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -0.8% | +3.1% | -4.0% | -1.4% |
| 30D | +15.6% | -17.4% | +33.0% | +19.3% |
| 3M | +14.3% | -4.9% | +19.2% | +14.4% |
| 6M | +17.0% | -5.7% | +22.7% | +16.1% |
| YTD | +47.4% | -5.2% | +52.6% | +45.1% |
| 1Y | +52.4% | +24.1% | +28.3% | +41.9% |
| 3Y | +20.8% | +39.6% | -18.8% | +7.4% |
| 5Y | +191.7% | -12.5% | +204.1% | +178.7% |
| 10Y | +325.1% | +12.9% | +312.1% | +285.5% |
| All | +4,518.6% | +4,374.9% | +143.7% | +2,891.7% |
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