+209.7%
PH vs LUV
-0.2%
+209.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | +4.3% | +1.1% | +3.2% | +4.0% |
| 30D | +0.1% | +14.2% | -14.1% | -4.8% |
| 3M | -9.4% | +0.6% | -10.0% | -10.0% |
| 6M | +8.8% | +15.1% | -6.3% | +2.1% |
| YTD | +9.6% | +10.2% | -0.6% | +2.8% |
| 1Y | +14.4% | +38.4% | -24.0% | -1.8% |
| 3Y | +134.5% | +107.5% | +27.0% | +59.9% |
| All | +209.7% | -0.2% | +209.9% | +180.9% |
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