+292.2%
RCL vs LUV
-0.2%
+292.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -1.2% | +1.1% | -2.3% | -1.9% |
| 30D | +17.8% | +14.2% | +3.6% | +7.5% |
| 3M | +4.9% | +0.6% | +4.3% | +4.1% |
| 6M | +23.7% | +15.1% | +8.7% | +11.4% |
| YTD | +17.8% | +10.2% | +7.6% | +9.0% |
| 1Y | +28.9% | +38.4% | -9.5% | +2.5% |
| 3Y | +241.9% | +107.5% | +134.4% | +71.3% |
| All | +292.2% | -0.2% | +292.4% | +324.7% |
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