+63.9%
CSCO vs LUV
+24.6%
+39.4%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.8% | +0.4% |
| 7D | -0.7% | +0.4% | -1.1% | -0.7% |
| 30D | -10.1% | -18.4% | +8.3% | -8.8% |
| 3M | -15.7% | -3.2% | -12.5% | -15.6% |
| 6M | +36.3% | -14.8% | +51.1% | +37.0% |
| YTD | +43.8% | -2.9% | +46.7% | +44.1% |
| 1Y | +63.9% | +29.6% | +34.4% | +60.5% |
| All | +63.9% | +24.6% | +39.4% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling