+191.4%
PDD vs LUV
-16.1%
+207.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.5% | -0.4% |
| 7D | -5.4% | -1.0% | -4.4% | -5.1% |
| 30D | -12.6% | -12.4% | -0.3% | -9.8% |
| 3M | -4.3% | -11.0% | +6.7% | -2.0% |
| 6M | -24.4% | -5.0% | -19.4% | -24.4% |
| YTD | -31.4% | -3.8% | -27.6% | -32.2% |
| 1Y | -38.1% | +25.9% | -64.0% | -43.3% |
| 3Y | -20.1% | +42.2% | -62.4% | -32.6% |
| 5Y | -25.0% | -10.8% | -14.2% | -28.4% |
| All | +191.4% | -16.1% | +207.5% | +246.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling