-20.0%
CPNG vs LUV
+40.8%
-60.8%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.4% | +1.6% | +2.8% |
| 7D | -1.1% | -1.0% | -0.2% | -0.9% |
| 30D | -7.4% | -12.4% | +5.0% | -5.3% |
| 3M | -12.3% | -11.0% | -1.4% | -10.9% |
| 6M | -19.4% | -5.0% | -14.5% | -19.2% |
| YTD | -35.9% | -3.8% | -32.1% | -36.1% |
| 1Y | -53.4% | +25.9% | -79.3% | -55.7% |
| 3Y | -20.0% | +42.2% | -62.2% | -31.8% |
| All | -20.0% | +40.8% | -60.8% | -31.8% |
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 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