+4,330.0%
LUV vs PNC
+4,015.6%
+314.4%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.4% |
| 7D | +0.7% | -0.7% | +1.4% | +1.0% |
| 30D | -13.4% | -4.4% | -9.1% | -11.8% |
| 3M | -9.6% | +4.5% | -14.1% | -11.1% |
| 6M | -8.9% | +19.1% | -28.0% | -14.8% |
| YTD | -5.2% | +18.0% | -23.2% | -10.9% |
| 1Y | +27.0% | +24.1% | +3.0% | +17.1% |
| 3Y | +39.6% | +130.0% | -90.4% | +1.3% |
| 5Y | -14.4% | +50.4% | -64.8% | -27.5% |
| 10Y | +17.3% | +271.3% | -254.0% | -29.2% |
| All | +4,330.0% | +4,015.6% | +314.4% | +899.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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