+29.6%
LUV vs PLTD
-33.9%
+63.5%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.6% | -2.3% | +2.5% |
| 7D | +0.4% | +5.9% | -5.5% | +0.8% |
| 30D | -18.4% | -11.6% | -6.8% | -18.9% |
| 3M | -3.2% | -29.9% | +26.7% | -4.5% |
| 6M | -14.8% | -28.5% | +13.7% | -15.5% |
| YTD | -2.9% | -20.4% | +17.5% | -2.4% |
| 1Y | +29.6% | -33.3% | +62.8% | +33.1% |
| All | +29.6% | -33.9% | +63.5% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling