+37.7%
PCAR vs LUV
+118.3%
-80.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.3% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | +0.3% | +14.0% | -13.7% | -2.8% |
| 3M | -17.9% | +2.6% | -20.5% | -18.6% |
| 6M | -3.4% | +17.3% | -20.7% | -7.3% |
| YTD | -0.1% | +14.0% | -14.1% | -4.8% |
| 1Y | +13.4% | +47.9% | -34.5% | +1.4% |
| All | +37.7% | +118.3% | -80.6% | +8.6% |
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 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