+8.9%
CRCL vs LUV
+25.5%
-16.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.1% | 0.0% |
| 7D | -11.2% | -1.0% | -10.3% | -11.0% |
| 30D | +27.1% | -12.4% | +39.5% | +30.8% |
| 3M | +9.6% | -11.0% | +20.6% | +12.4% |
| 6M | -19.7% | -5.0% | -14.7% | -19.4% |
| YTD | +14.2% | -3.8% | +18.0% | +12.8% |
| 1Y | -32.2% | +25.9% | -58.2% | -41.9% |
| All | +8.9% | +25.5% | -16.6% | +1.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling