+4,549.4%
RCL vs LUV
+899.2%
+3,650.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -1.4% |
| 7D | -5.1% | +0.4% | -5.5% | -5.3% |
| 30D | -19.0% | -18.4% | -0.6% | -9.3% |
| 3M | -9.6% | -3.2% | -6.4% | -8.1% |
| 6M | -6.7% | -14.8% | +8.1% | +1.7% |
| YTD | -3.9% | -2.9% | -1.1% | -2.5% |
| 1Y | -25.1% | +29.6% | -54.7% | -35.5% |
| 3Y | +179.1% | +35.2% | +143.9% | +121.6% |
| 5Y | +243.3% | -11.7% | +255.0% | +253.1% |
| 10Y | +325.8% | +21.6% | +304.2% | +307.5% |
| All | +4,549.4% | +899.2% | +3,650.2% | +2,346.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling