+5,046.9%
LUV vs CPB
+359.2%
+4,687.7%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.2% | -3.8% | -1.4% |
| 7D | +1.1% | -1.6% | +2.7% | +1.4% |
| 30D | +14.2% | +19.2% | -5.0% | +9.6% |
| 3M | +0.6% | -0.9% | +1.6% | +0.4% |
| 6M | +15.1% | +15.2% | -0.2% | +10.4% |
| YTD | +10.2% | -13.1% | +23.3% | +12.4% |
| 1Y | +38.4% | -22.4% | +60.9% | +45.1% |
| 3Y | +107.5% | -35.3% | +142.8% | +123.8% |
| 5Y | +1.1% | -33.0% | +34.1% | +6.2% |
| 10Y | +16.0% | -39.2% | +55.2% | +18.8% |
| All | +5,046.9% | +359.2% | +4,687.7% | +2,373.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling