+918.6%
LUV vs PAAS
+1,235.6%
-317.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.4% |
| 7D | +0.4% | -2.9% | +3.3% | +0.5% |
| 30D | -18.4% | +6.8% | -25.2% | -18.7% |
| 3M | -3.2% | -2.9% | -0.3% | -3.3% |
| 6M | -14.8% | -16.4% | +1.6% | -14.5% |
| YTD | -2.9% | 0.0% | -2.9% | -3.2% |
| 1Y | +29.6% | +54.3% | -24.7% | +26.9% |
| 3Y | +35.2% | +230.7% | -195.5% | +28.6% |
| 5Y | -11.7% | +111.6% | -123.3% | -15.4% |
| 10Y | +21.6% | +211.7% | -190.1% | +14.6% |
| All | +918.6% | +1,235.6% | -317.0% | +956.5% |
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 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