-77.1%
PATH vs LUV
+1.8%
-79.0%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | -2.7% | +0.1% | -2.9% | -2.8% |
| 30D | -1.4% | +14.0% | -15.4% | -6.5% |
| 3M | -16.4% | +2.6% | -19.0% | -17.7% |
| 6M | +23.3% | +17.3% | +6.0% | +13.7% |
| YTD | -19.8% | +14.0% | -33.8% | -27.6% |
| 1Y | -8.6% | +47.9% | -56.4% | -27.9% |
| 3Y | -24.0% | +114.0% | -138.0% | -59.1% |
| 5Y | -77.1% | +3.2% | -80.3% | -80.3% |
| All | -77.1% | +1.8% | -79.0% | -80.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling