+105.7%
PCG vs LUV
+4,484.9%
-4,379.2%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +2.0% |
| 7D | -13.9% | +0.4% | -14.3% | -13.9% |
| 30D | -16.9% | -18.4% | +1.6% | -13.9% |
| 3M | -14.7% | -3.2% | -11.5% | -14.4% |
| 6M | -23.8% | -14.8% | -9.0% | -22.2% |
| YTD | -10.5% | -2.9% | -7.6% | -11.1% |
| 1Y | -5.1% | +29.6% | -34.7% | -10.6% |
| 3Y | -11.6% | +35.2% | -46.8% | -19.3% |
| 5Y | +59.0% | -11.7% | +70.7% | +54.4% |
| 10Y | -75.7% | +21.6% | -97.3% | -78.0% |
| All | +105.7% | +4,484.9% | -4,379.2% | +12.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling