+117.3%
PCAR vs LUV
+1.8%
+115.5%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -3.1% |
| 3M | -17.9% | +2.6% | -20.5% | -18.7% |
| 6M | -3.4% | +17.3% | -20.7% | -7.9% |
| YTD | -0.1% | +14.0% | -14.1% | -5.4% |
| 1Y | +13.4% | +47.9% | -34.5% | -0.2% |
| 3Y | +37.2% | +114.0% | -76.8% | +3.5% |
| 5Y | +117.3% | +3.2% | +114.2% | +100.5% |
| All | +117.3% | +1.8% | +115.5% | +100.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling