+281.7%
CORZ vs LUV
+56.7%
+225.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -7.8% | +6.6% | -14.4% | -10.4% |
| 30D | -14.8% | +11.2% | -26.0% | -18.7% |
| 3M | -32.5% | +3.6% | -36.1% | -33.7% |
| 6M | -42.7% | +13.1% | -55.9% | -45.5% |
| YTD | -9.8% | +13.6% | -23.4% | -16.6% |
| 1Y | -31.9% | +44.4% | -76.3% | -43.8% |
| All | +281.7% | +56.7% | +225.0% | +175.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling