+12.9%
LUV vs PAAS
+207.5%
-194.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | -2.2% |
| 7D | +1.8% | -7.0% | +8.8% | +2.6% |
| 30D | +11.3% | -15.3% | +26.6% | +13.1% |
| 3M | +1.0% | -27.7% | +28.8% | +4.2% |
| 6M | +15.6% | -40.5% | +56.1% | +21.2% |
| YTD | +10.9% | -26.5% | +37.4% | +13.0% |
| 1Y | +38.1% | -0.8% | +38.9% | +36.3% |
| 3Y | +108.2% | +196.9% | -88.7% | +82.5% |
| 5Y | +1.7% | +49.2% | -47.4% | -7.0% |
| All | +12.9% | +207.5% | -194.6% | -2.8% |
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