+1,094.9%
LUV vs PAAS
+923.4%
+171.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | +0.1% | -5.2% | +5.3% | +0.3% |
| 30D | +14.0% | -13.9% | +28.0% | +14.7% |
| 3M | +2.6% | -23.8% | +26.4% | +3.6% |
| 6M | +17.3% | -36.4% | +53.7% | +19.1% |
| YTD | +14.0% | -23.4% | +37.3% | +14.7% |
| 1Y | +47.9% | +5.6% | +42.2% | +47.0% |
| 3Y | +114.0% | +209.7% | -95.7% | +104.4% |
| 5Y | +3.2% | +55.6% | -52.4% | -0.1% |
| 10Y | +20.0% | +212.2% | -192.2% | +13.9% |
| All | +1,094.9% | +923.4% | +171.5% | +1,151.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling