-11.1%
PCG vs LUV
+39.7%
-50.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +6.0% | +4.0% |
| 7D | +5.4% | +3.1% | +2.3% | +4.9% |
| 30D | -15.1% | -17.4% | +2.3% | -13.0% |
| 3M | -9.8% | -4.9% | -4.9% | -9.3% |
| 6M | -18.0% | -5.7% | -12.3% | -17.7% |
| YTD | -7.2% | -5.2% | -2.1% | -7.4% |
| 1Y | +2.9% | +24.1% | -21.3% | -1.3% |
| 3Y | -11.1% | +39.6% | -50.7% | -20.8% |
| All | -11.1% | +39.7% | -50.8% | -20.8% |
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