+17,119.9%
COR vs LUV
+1,233.2%
+15,886.7%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.5% |
| 7D | -1.9% | +3.1% | -5.0% | -2.4% |
| 30D | +1.5% | -17.4% | +18.9% | +4.4% |
| 3M | +18.7% | -4.9% | +23.6% | +19.1% |
| 6M | -9.0% | -5.7% | -3.3% | -9.1% |
| YTD | -3.3% | -5.2% | +1.9% | -4.0% |
| 1Y | +9.8% | +24.1% | -14.3% | +4.1% |
| 3Y | +87.4% | +39.6% | +47.8% | +69.0% |
| 5Y | +180.5% | -12.5% | +193.0% | +169.3% |
| 10Y | +398.1% | +12.9% | +385.2% | +341.0% |
| All | +17,119.9% | +1,233.2% | +15,886.7% | +9,687.0% |
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