+3,225.2%
CSGP vs LUV
+503.4%
+2,721.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | 0.0% | -4.7% | -4.7% |
| 7D | +1.3% | +4.8% | -3.5% | 0.0% |
| 30D | +10.7% | +6.5% | +4.1% | +8.8% |
| 3M | +3.3% | -4.9% | +8.1% | +4.3% |
| 6M | -10.3% | +8.1% | -18.4% | -13.1% |
| YTD | -54.6% | +9.0% | -63.6% | -56.9% |
| 1Y | -54.6% | +43.6% | -98.2% | -60.3% |
| 3Y | -60.3% | +101.4% | -161.7% | -69.9% |
| 5Y | -63.3% | -7.3% | -56.0% | -65.6% |
| 10Y | +66.5% | +24.6% | +41.9% | +31.7% |
| All | +3,225.2% | +503.4% | +2,721.8% | +1,286.2% |
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