+17.5%
LUV vs CBRE
+407.4%
-390.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +0.5% |
| 7D | -1.0% | -5.0% | +4.0% | +1.6% |
| 30D | -12.4% | -4.7% | -7.7% | -10.5% |
| 3M | -11.0% | +6.5% | -17.5% | -14.2% |
| 6M | -5.0% | +6.1% | -11.0% | -8.2% |
| YTD | -3.8% | -12.6% | +8.8% | +1.6% |
| 1Y | +25.9% | -15.3% | +41.2% | +34.9% |
| 3Y | +42.2% | +64.6% | -22.4% | +5.6% |
| 5Y | -10.8% | +45.0% | -55.8% | -30.8% |
| All | +17.5% | +407.4% | -390.0% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 10y: compounded portfolio wealth divided by compounded CBRE 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…
10y analysis · Full analysis span regression · 6 months rolling