+87.3%
PCG vs LUV
+5,134.1%
-5,046.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.7% | +1.7% | -0.5% |
| 7D | -2.0% | +1.8% | -3.7% | -2.3% |
| 30D | -2.7% | +11.3% | -14.0% | -4.6% |
| 3M | -25.1% | +1.0% | -26.1% | -25.3% |
| 6M | -22.3% | +15.6% | -37.9% | -24.6% |
| YTD | -18.5% | +10.9% | -29.4% | -21.0% |
| 1Y | -21.8% | +38.1% | -59.9% | -27.2% |
| 3Y | -21.0% | +108.2% | -129.2% | -33.2% |
| 5Y | +8.1% | +1.7% | +6.3% | +2.4% |
| 10Y | -76.6% | +16.8% | -93.4% | -78.9% |
| All | +87.3% | +5,134.1% | -5,046.7% | -0.4% |
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