+7.0%
PLD vs LUV
+37.6%
-30.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +1.3% | +1.1% | +0.2% | +1.1% |
| 30D | -1.4% | +14.2% | -15.6% | -3.7% |
| 3M | -8.2% | +0.6% | -8.8% | -8.3% |
| 6M | -8.0% | +15.1% | -23.1% | -11.2% |
| YTD | +3.2% | +10.2% | -7.0% | +0.2% |
| 1Y | +7.0% | +38.4% | -31.4% | 0.0% |
| All | +7.0% | +37.6% | -30.6% | 0.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling