+35,385.9%
PAYX vs LUV
+4,440.9%
+30,945.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.2% |
| 7D | -4.9% | -1.0% | -3.9% | -4.6% |
| 30D | -3.8% | -12.4% | +8.6% | -0.7% |
| 3M | +17.9% | -11.0% | +28.9% | +20.6% |
| 6M | +26.1% | -5.0% | +31.1% | +25.8% |
| YTD | +6.7% | -3.8% | +10.5% | +5.1% |
| 1Y | -10.7% | +25.9% | -36.7% | -18.2% |
| 3Y | +7.0% | +42.2% | -35.3% | -8.7% |
| 5Y | +22.6% | -10.8% | +33.4% | +15.7% |
| 10Y | +166.5% | +19.0% | +147.5% | +122.8% |
| All | +35,385.9% | +4,440.9% | +30,945.0% | +12,441.6% |
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