+23,594.4%
PH vs LUV
+4,374.9%
+19,219.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | 0.0% |
| 7D | +0.4% | +3.1% | -2.7% | -0.6% |
| 30D | -10.8% | -17.4% | +6.6% | -5.4% |
| 3M | +8.5% | -4.9% | +13.3% | +9.6% |
| 6M | +3.9% | -5.7% | +9.6% | +4.7% |
| YTD | +9.4% | -5.2% | +14.6% | +9.1% |
| 1Y | +26.8% | +24.1% | +2.7% | +15.5% |
| 3Y | +140.8% | +39.6% | +101.2% | +105.3% |
| 5Y | +253.8% | -12.5% | +266.3% | +242.4% |
| 10Y | +792.3% | +12.9% | +779.4% | +685.9% |
| All | +23,594.4% | +4,374.9% | +19,219.5% | +8,640.3% |
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