-24.8%
RCL vs LUV
+25.6%
-50.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.5% | -0.1% | -2.4% | -2.5% |
| 30D | -15.7% | -14.6% | -1.1% | -5.6% |
| 3M | -3.6% | -5.7% | +2.1% | -0.4% |
| 6M | -8.7% | -8.4% | -0.2% | -3.9% |
| YTD | -6.2% | -5.1% | -1.0% | -4.9% |
| All | -24.8% | +25.6% | -50.4% | -33.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling