+19.9%
LUV vs PLTU
+142.1%
-122.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.7% | +2.3% | -2.1% |
| 7D | +3.1% | -11.6% | +14.7% | +3.7% |
| 30D | -17.4% | -4.6% | -12.8% | -17.5% |
| 3M | -4.9% | +33.7% | -38.6% | -8.3% |
| 6M | -5.7% | -9.4% | +3.7% | -7.3% |
| YTD | -5.2% | -34.7% | +29.5% | -5.0% |
| 1Y | +24.1% | -23.2% | +47.4% | +20.5% |
| All | +19.9% | +142.1% | -122.3% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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