+40.0%
PATH vs LUV
+24.6%
+15.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | +2.3% | -18.9% | -16.7% |
| 7D | -16.3% | +0.4% | -16.7% | -16.3% |
| 30D | +9.9% | -18.4% | +28.3% | +11.2% |
| 3M | +30.2% | -3.2% | +33.4% | +30.7% |
| 6M | +37.2% | -14.8% | +52.1% | +37.6% |
| YTD | -7.3% | -2.9% | -4.5% | -4.5% |
| 1Y | +40.0% | +29.6% | +10.4% | +43.3% |
| All | +40.0% | +24.6% | +15.4% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling