+245.6%
CRH vs LUV
+20.2%
+225.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.4% | -0.4% | +0.5% |
| 7D | -6.1% | -1.0% | -5.1% | -5.7% |
| 30D | -9.3% | -12.4% | +3.1% | -4.7% |
| 3M | -15.2% | -11.0% | -4.2% | -11.6% |
| 6M | -14.2% | -5.0% | -9.2% | -13.1% |
| YTD | -28.3% | -3.8% | -24.5% | -28.4% |
| 1Y | -21.8% | +25.9% | -47.7% | -29.9% |
| 3Y | +71.6% | +42.2% | +29.4% | +39.3% |
| 5Y | +96.6% | -10.8% | +107.4% | +87.4% |
| All | +245.6% | +20.2% | +225.4% | +191.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling