+23,263.2%
CTAS vs LUV
+4,374.9%
+18,888.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.4% | +2.4% | +0.6% |
| 7D | 0.0% | +3.1% | -3.2% | -0.8% |
| 30D | -1.0% | -17.4% | +16.4% | +3.7% |
| 3M | +15.8% | -4.9% | +20.6% | +16.5% |
| 6M | -1.0% | -5.7% | +4.7% | -0.8% |
| YTD | +7.4% | -5.2% | +12.6% | +6.4% |
| 1Y | -0.1% | +24.1% | -24.3% | -8.1% |
| 3Y | +66.3% | +39.6% | +26.7% | +42.4% |
| 5Y | +111.0% | -12.5% | +123.4% | +99.8% |
| 10Y | +662.9% | +12.9% | +650.0% | +544.8% |
| All | +23,263.2% | +4,374.9% | +18,888.3% | +7,695.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling