+21.2%
LUV vs PLTD
-76.7%
+97.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.2% | +0.3% |
| 7D | -0.1% | +9.9% | -10.0% | +1.1% |
| 30D | -14.6% | +3.8% | -18.4% | -14.1% |
| 3M | -5.7% | -32.3% | +26.6% | -9.4% |
| 6M | -8.4% | -25.9% | +17.4% | -10.1% |
| YTD | -5.1% | -16.4% | +11.3% | -4.5% |
| 1Y | +26.6% | -25.2% | +51.7% | +25.6% |
| All | +21.2% | -76.7% | +97.9% | -0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling