+3.2%
LUV vs PAAS
+58.4%
-55.3%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.5% |
| 7D | +0.1% | -5.2% | +5.3% | +0.8% |
| 30D | +14.0% | -13.9% | +28.0% | +16.2% |
| 3M | +2.6% | -23.8% | +26.4% | +5.9% |
| 6M | +17.3% | -36.4% | +53.7% | +23.3% |
| YTD | +14.0% | -23.4% | +37.3% | +15.8% |
| 1Y | +47.9% | +5.6% | +42.2% | +43.7% |
| 3Y | +114.0% | +209.7% | -95.7% | +78.7% |
| 5Y | +3.2% | +55.6% | -52.4% | +0.7% |
| All | +3.2% | +58.4% | -55.3% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling