+21.1%
LUV vs PLTD
-77.3%
+98.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.7% | -2.1% |
| 7D | +3.1% | +4.5% | -1.4% | +3.7% |
| 30D | -17.4% | -0.7% | -16.7% | -17.4% |
| 3M | -4.9% | -31.0% | +26.2% | -8.3% |
| 6M | -5.7% | -24.8% | +19.1% | -7.2% |
| YTD | -5.2% | -18.6% | +13.4% | -4.9% |
| 1Y | +24.1% | -31.8% | +55.9% | +21.1% |
| All | +21.1% | -77.3% | +98.4% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling