-75.2%
PATH vs LUV
-0.2%
-75.0%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | +2.1% | +1.1% | +1.0% | +1.6% |
| 30D | +1.6% | +14.2% | -12.6% | -3.7% |
| 3M | -20.4% | +0.6% | -21.1% | -21.1% |
| 6M | +40.1% | +15.1% | +25.1% | +30.1% |
| YTD | -19.0% | +10.2% | -29.2% | -25.9% |
| 1Y | -5.8% | +38.4% | -44.3% | -23.4% |
| 3Y | -22.9% | +107.5% | -130.4% | -58.0% |
| All | -75.2% | -0.2% | -75.0% | -78.4% |
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 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