+12.2%
LUV vs PAAS
+205.7%
-193.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.6% |
| 7D | +1.1% | -8.9% | +10.0% | +2.1% |
| 30D | +14.2% | -11.4% | +25.6% | +15.6% |
| 3M | +0.6% | -20.4% | +21.1% | +2.8% |
| 6M | +15.1% | -40.7% | +55.8% | +20.7% |
| YTD | +10.2% | -26.9% | +37.1% | +12.4% |
| 1Y | +38.4% | -3.1% | +41.5% | +37.0% |
| 3Y | +107.5% | +199.3% | -91.8% | +81.7% |
| 5Y | +1.1% | +48.3% | -47.2% | -7.6% |
| All | +12.2% | +205.7% | -193.5% | -3.4% |
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