-12.5%
LUV vs PLUG
-91.6%
+79.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.1% | -6.5% | -2.8% |
| 7D | +3.1% | +8.1% | -5.0% | +2.3% |
| 30D | -17.4% | +3.7% | -21.1% | -17.8% |
| 3M | -4.9% | -29.2% | +24.3% | -2.0% |
| 6M | -5.7% | +6.1% | -11.8% | -7.6% |
| YTD | -5.2% | +14.7% | -19.9% | -8.8% |
| 1Y | +24.1% | +56.9% | -32.8% | +13.0% |
| 3Y | +39.6% | -71.6% | +111.2% | +40.6% |
| 5Y | -12.5% | -91.0% | +78.6% | +1.6% |
| All | -12.5% | -91.6% | +79.1% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 5y: compounded portfolio wealth divided by compounded PLUG 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…
5y analysis · Full analysis span regression · 6 months rolling