+27.3%
PCAR vs LUV
+27.8%
-0.5%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.5% | +0.6% |
| 7D | -1.6% | -0.1% | -1.5% | -1.5% |
| 30D | -7.3% | -14.6% | +7.3% | -3.8% |
| 3M | +7.8% | -5.7% | +13.5% | +9.1% |
| 6M | +3.6% | -8.4% | +12.0% | +4.9% |
| YTD | +12.9% | -5.1% | +18.0% | +11.8% |
| 1Y | +27.3% | +26.6% | +0.7% | +8.3% |
| All | +27.3% | +27.8% | -0.5% | +8.3% |
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