-12.0%
LUV vs PODD
-55.6%
+43.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.3% | +2.4% | +0.5% |
| 7D | -0.1% | -10.6% | +10.5% | +2.0% |
| 30D | -14.6% | -6.9% | -7.7% | -13.6% |
| 3M | -5.7% | -10.6% | +4.9% | -4.7% |
| 6M | -8.4% | -43.5% | +35.0% | +1.2% |
| YTD | -5.1% | -52.6% | +47.5% | +8.6% |
| 1Y | +26.6% | -60.1% | +86.7% | +49.7% |
| 3Y | +39.7% | -21.7% | +61.3% | +41.5% |
| 5Y | -12.0% | -54.6% | +42.5% | -1.8% |
| All | -12.0% | -55.6% | +43.6% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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