+3,634.0%
PANW vs LUV
+399.6%
+3,234.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.7% |
| 7D | -0.8% | -1.0% | +0.2% | -0.6% |
| 30D | -14.6% | -12.4% | -2.2% | -11.8% |
| 3M | +18.3% | -11.0% | +29.3% | +21.4% |
| 6M | +100.5% | -5.0% | +105.5% | +100.9% |
| YTD | +79.5% | -3.8% | +83.3% | +76.7% |
| 1Y | +66.7% | +25.9% | +40.8% | +51.4% |
| 3Y | +161.2% | +42.2% | +119.0% | +119.3% |
| 5Y | +322.2% | -10.8% | +333.0% | +298.1% |
| 10Y | +1,273.8% | +19.0% | +1,254.8% | +968.6% |
| All | +3,634.0% | +399.6% | +3,234.5% | +1,794.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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