-21.8%
PCG vs LUV
+43.7%
-65.6%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.7% |
| 7D | -2.0% | +1.8% | -3.7% | -2.1% |
| 30D | -2.7% | +11.3% | -14.0% | -3.8% |
| 3M | -25.1% | +1.0% | -26.1% | -25.3% |
| 6M | -22.3% | +15.6% | -37.9% | -23.2% |
| YTD | -18.5% | +10.9% | -29.4% | -19.7% |
| 1Y | -21.8% | +38.1% | -59.9% | -22.6% |
| All | -21.8% | +43.7% | -65.6% | -22.6% |
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 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