+13.9%
COR vs LUV
+24.6%
-10.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.8% |
| 7D | +2.8% | +0.4% | +2.4% | +2.8% |
| 30D | +4.5% | -18.4% | +22.9% | +4.2% |
| 3M | +22.7% | -3.2% | +25.9% | +22.3% |
| 6M | -9.7% | -14.8% | +5.1% | -9.4% |
| YTD | -1.4% | -2.9% | +1.4% | -2.5% |
| 1Y | +13.9% | +29.6% | -15.7% | +5.8% |
| All | +13.9% | +24.6% | -10.7% | +5.8% |
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