-21.8%
PATH vs LUV
+98.4%
-120.2%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | +4.8% | -10.1% | -6.2% |
| 30D | -0.5% | +6.5% | -7.1% | -1.9% |
| 3M | -7.1% | -4.9% | -2.3% | -6.4% |
| 6M | +23.8% | +8.1% | +15.7% | +21.0% |
| YTD | -20.7% | +9.0% | -29.7% | -23.6% |
| 1Y | -8.1% | +43.6% | -51.6% | -18.5% |
| 3Y | -21.8% | +101.4% | -123.2% | -58.4% |
| All | -21.8% | +98.4% | -120.2% | -58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling