-7.5%
PAYX vs LUV
+24.6%
-32.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +2.3% | -5.0% | -2.7% |
| 7D | -4.2% | +0.4% | -4.6% | -4.2% |
| 30D | +2.9% | -18.4% | +21.3% | +3.4% |
| 3M | +23.6% | -3.2% | +26.8% | +23.1% |
| 6M | +30.0% | -14.8% | +44.9% | +31.2% |
| YTD | +12.2% | -2.9% | +15.0% | +11.3% |
| 1Y | -7.5% | +29.6% | -37.0% | -15.2% |
| All | -7.5% | +24.6% | -32.0% | -15.2% |
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