+257.2%
PLD vs LUV
+15.9%
+241.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.3% |
| 7D | +1.3% | +1.1% | +0.2% | +1.1% |
| 30D | -1.4% | +14.2% | -15.6% | -4.9% |
| 3M | -8.2% | +0.6% | -8.8% | -8.6% |
| 6M | -8.0% | +15.1% | -23.1% | -12.2% |
| YTD | +3.2% | +10.2% | -7.0% | -1.6% |
| 1Y | +7.0% | +38.4% | -31.4% | -4.2% |
| 3Y | +38.3% | +107.5% | -69.2% | +6.6% |
| 5Y | +0.2% | +1.1% | -0.9% | -7.8% |
| All | +257.2% | +15.9% | +241.3% | +204.1% |
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