+61.8%
PCAR vs LUV
+39.7%
+22.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.2% |
| 7D | 0.0% | +3.1% | -3.1% | -0.7% |
| 30D | -7.7% | -17.4% | +9.7% | -3.6% |
| 3M | +3.7% | -4.9% | +8.6% | +4.7% |
| 6M | +2.3% | -5.7% | +8.0% | +3.0% |
| YTD | +12.8% | -5.2% | +18.0% | +12.4% |
| 1Y | +27.8% | +24.1% | +3.6% | +18.8% |
| 3Y | +61.8% | +39.6% | +22.2% | +42.4% |
| All | +61.8% | +39.7% | +22.0% | +42.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling