-53.3%
CSGP vs LUV
+57.3%
-110.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +6.8% | -2.8% | +3.8% |
| 7D | +18.3% | +6.8% | +11.5% | +18.0% |
| 30D | +17.8% | +10.9% | +6.9% | +17.1% |
| 3M | +9.3% | -4.2% | +13.5% | +8.5% |
| 6M | -7.9% | +22.1% | -30.1% | -8.2% |
| YTD | -51.5% | +13.8% | -65.4% | -50.8% |
| 1Y | -53.3% | +59.2% | -112.6% | -56.9% |
| All | -53.3% | +57.3% | -110.7% | -56.9% |
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