+15.8%
LUV vs PAAS
+247.1%
-231.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.7% | -3.7% | -0.4% |
| 7D | +0.7% | +2.6% | -2.0% | +0.4% |
| 30D | -13.4% | +2.5% | -15.9% | -13.8% |
| 3M | -9.6% | +15.1% | -24.7% | -11.2% |
| 6M | -8.9% | -12.1% | +3.2% | -8.3% |
| YTD | -5.2% | +3.1% | -8.2% | -6.6% |
| 1Y | +27.0% | +50.8% | -23.8% | +19.9% |
| 3Y | +39.6% | +259.5% | -219.9% | +19.6% |
| 5Y | -14.4% | +126.3% | -140.7% | -24.9% |
| All | +15.8% | +247.1% | -231.4% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling