+3,264.4%
CSGP vs LUV
+437.8%
+2,826.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -3.0% |
| 7D | -4.1% | +0.4% | -4.5% | -4.2% |
| 30D | +2.3% | -18.4% | +20.7% | +7.8% |
| 3M | -8.2% | -3.2% | -4.9% | -8.0% |
| 6M | -35.1% | -14.8% | -20.2% | -33.2% |
| YTD | -54.0% | -2.9% | -51.2% | -55.0% |
| 1Y | -65.3% | +29.6% | -94.9% | -68.8% |
| 3Y | -62.6% | +35.2% | -97.8% | -68.2% |
| 5Y | -64.8% | -11.7% | -53.1% | -66.7% |
| 10Y | +45.1% | +21.6% | +23.5% | +15.0% |
| All | +3,264.4% | +437.8% | +2,826.6% | +1,348.2% |
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