+23,639.3%
PH vs LUV
+5,100.5%
+18,538.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -4.3% |
| 3M | -9.4% | +0.6% | -10.0% | -10.0% |
| 6M | +8.8% | +15.1% | -6.3% | +2.9% |
| YTD | +9.6% | +10.2% | -0.6% | +3.9% |
| 1Y | +14.4% | +38.4% | -24.0% | +0.8% |
| 3Y | +134.5% | +107.5% | +27.0% | +76.1% |
| 5Y | +204.4% | +1.1% | +203.3% | +181.0% |
| 10Y | +697.3% | +16.0% | +681.2% | +590.2% |
| All | +23,639.3% | +5,100.5% | +18,538.8% | +8,218.2% |
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