+33.1%
CVS vs LUV
-13.2%
+46.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | +1.9% | -14.6% | +16.5% | +4.0% |
| 3M | -2.2% | -5.7% | +3.5% | -1.6% |
| 6M | +26.7% | -8.4% | +35.2% | +27.5% |
| YTD | +22.9% | -5.1% | +28.0% | +22.4% |
| 1Y | +32.9% | +26.6% | +6.3% | +26.4% |
| 3Y | +62.3% | +39.7% | +22.6% | +48.7% |
| All | +33.1% | -13.2% | +46.3% | +25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling