-28.8%
CPRT vs LUV
+38.7%
-67.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.8% |
| 7D | -0.4% | +0.7% | -1.1% | -0.5% |
| 30D | +8.2% | -13.4% | +21.7% | +10.0% |
| 3M | +2.3% | -9.6% | +11.9% | +3.2% |
| 6M | -14.7% | -8.9% | -5.8% | -14.2% |
| YTD | -18.2% | -5.2% | -13.0% | -18.4% |
| 1Y | -33.4% | +27.0% | -60.4% | -36.3% |
| All | -28.8% | +38.7% | -67.6% | -36.0% |
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 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