+359.2%
PCAR vs LUV
+18.5%
+340.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.2% | +0.7% | -0.9% | -0.4% |
| 30D | -6.9% | -13.4% | +6.6% | -3.0% |
| 3M | +2.1% | -9.6% | +11.7% | +4.7% |
| 6M | +1.6% | -8.9% | +10.5% | +3.3% |
| YTD | +12.2% | -5.2% | +17.4% | +11.6% |
| 1Y | +28.0% | +27.0% | +1.0% | +16.6% |
| 3Y | +61.0% | +39.6% | +21.3% | +36.7% |
| 5Y | +163.9% | -14.4% | +178.3% | +154.1% |
| All | +359.2% | +18.5% | +340.7% | +311.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling