+54.2%
PCG vs LUV
-12.1%
+66.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | +6.5% | +0.7% | +5.8% | +6.3% |
| 30D | -16.7% | -13.4% | -3.3% | -14.3% |
| 3M | -14.2% | -9.6% | -4.6% | -12.7% |
| 6M | -21.5% | -8.9% | -12.6% | -20.6% |
| YTD | -11.2% | -5.2% | -6.0% | -11.6% |
| 1Y | -4.2% | +27.0% | -31.2% | -10.9% |
| 3Y | -14.9% | +39.6% | -54.5% | -25.6% |
| 5Y | +54.2% | -14.4% | +68.7% | +54.3% |
| All | +54.2% | -12.1% | +66.3% | +54.3% |
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