+107.5%
LUV vs CPB
-35.1%
+142.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -1.0% |
| 7D | +1.1% | -1.6% | +2.7% | +1.3% |
| 30D | +14.2% | +19.2% | -5.0% | +12.1% |
| 3M | +0.6% | -0.9% | +1.6% | +0.3% |
| 6M | +15.1% | +15.2% | -0.2% | +12.8% |
| YTD | +10.2% | -13.1% | +23.3% | +10.9% |
| 1Y | +38.4% | -22.4% | +60.9% | +41.6% |
| 3Y | +107.5% | -35.3% | +142.8% | +107.2% |
| All | +107.5% | -35.1% | +142.6% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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