+444.5%
CORZ vs LUV
+30.8%
+413.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.4% | +7.1% | +5.7% |
| 7D | +16.6% | +3.1% | +13.4% | +15.0% |
| 30D | -10.9% | -17.4% | +6.6% | -3.4% |
| 3M | -31.0% | -4.9% | -26.1% | -29.1% |
| 6M | +26.0% | -5.7% | +31.7% | +29.2% |
| YTD | +28.6% | -5.2% | +33.8% | +28.8% |
| 1Y | +34.5% | +24.1% | +10.3% | +17.5% |
| All | +444.5% | +30.8% | +413.7% | +325.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling