-61.7%
CSGP vs LUV
+112.4%
-174.1%
-72.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.2% |
| 7D | -6.1% | +1.8% | -7.9% | -6.3% |
| 30D | +0.3% | +11.3% | -10.9% | -0.9% |
| 3M | -1.3% | +1.0% | -2.3% | -1.6% |
| 6M | -8.9% | +15.6% | -24.5% | -10.7% |
| YTD | -55.2% | +10.9% | -66.1% | -56.2% |
| 1Y | -56.4% | +38.1% | -94.5% | -58.9% |
| All | -61.7% | +112.4% | -174.1% | -69.1% |
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