+9,772.3%
CSX vs LUV
+4,484.9%
+5,287.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.3% | -1.4% | +0.2% |
| 7D | -3.4% | +0.4% | -3.8% | -3.5% |
| 30D | -3.1% | -18.4% | +15.3% | +2.7% |
| 3M | +7.2% | -3.2% | +10.4% | +7.4% |
| 6M | +16.2% | -14.8% | +31.0% | +19.9% |
| YTD | +37.5% | -2.9% | +40.4% | +35.3% |
| 1Y | +53.2% | +29.6% | +23.6% | +37.7% |
| 3Y | +68.2% | +35.2% | +33.0% | +43.0% |
| 5Y | +65.2% | -11.7% | +76.9% | +55.6% |
| 10Y | +504.1% | +21.6% | +482.6% | +389.7% |
| All | +9,772.3% | +4,484.9% | +5,287.4% | +2,811.1% |
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 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