+404.9%
CORZ vs LUV
+30.9%
+374.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -12.1% | -14.6% | +2.5% | -6.1% |
| 3M | -32.4% | -5.7% | -26.7% | -30.3% |
| 6M | +12.4% | -8.4% | +20.8% | +16.4% |
| YTD | +19.3% | -5.1% | +24.4% | +19.4% |
| 1Y | +8.6% | +26.6% | -18.0% | -6.0% |
| All | +404.9% | +30.9% | +374.1% | +294.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling