+73.9%
CTVA vs LUV
+40.8%
+33.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.1% | -0.9% |
| 7D | -4.5% | -1.0% | -3.5% | -4.4% |
| 30D | +11.3% | -12.4% | +23.7% | +13.3% |
| 3M | +12.3% | -11.0% | +23.3% | +13.9% |
| 6M | +7.2% | -5.0% | +12.2% | +7.2% |
| YTD | +26.0% | -3.8% | +29.8% | +24.9% |
| 1Y | +16.0% | +25.9% | -9.9% | +8.8% |
| 3Y | +73.9% | +42.2% | +31.7% | +43.2% |
| All | +73.9% | +40.8% | +33.2% | +43.2% |
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 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