+3,280.0%
PFE vs LUV
+4,484.9%
-1,204.9%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.3% | -3.5% | -1.6% |
| 7D | +1.8% | +0.4% | +1.3% | +1.6% |
| 30D | +10.2% | -18.4% | +28.6% | +14.0% |
| 3M | +12.7% | -3.2% | +15.9% | +12.8% |
| 6M | +10.5% | -14.8% | +25.4% | +12.6% |
| YTD | +20.2% | -2.9% | +23.0% | +19.1% |
| 1Y | +24.1% | +29.6% | -5.5% | +16.5% |
| 3Y | -3.6% | +35.2% | -38.8% | -12.1% |
| 5Y | -20.9% | -11.7% | -9.2% | -23.9% |
| 10Y | +35.8% | +21.6% | +14.3% | +17.3% |
| All | +3,280.0% | +4,484.9% | -1,204.9% | +1,032.6% |
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