-81.2%
PATH vs LUV
-18.8%
-62.4%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -5.3% | +4.8% | -10.1% | -7.0% |
| 30D | -0.5% | +6.5% | -7.1% | -3.0% |
| 3M | -7.1% | -4.9% | -2.3% | -5.9% |
| 6M | +23.8% | +8.1% | +15.7% | +18.3% |
| YTD | -20.7% | +9.0% | -29.7% | -26.8% |
| 1Y | -8.1% | +43.6% | -51.6% | -25.8% |
| 3Y | -21.8% | +101.4% | -123.2% | -53.9% |
| 5Y | -76.8% | -7.3% | -69.5% | -79.6% |
| All | -81.2% | -18.8% | -62.4% | -83.5% |
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