+15.5%
PLD vs LUV
-13.6%
+29.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.4% |
| 7D | -0.9% | +3.1% | -4.0% | -1.7% |
| 30D | -1.2% | -17.4% | +16.2% | +3.6% |
| 3M | -2.3% | -4.9% | +2.6% | -1.7% |
| 6M | +4.5% | -5.7% | +10.2% | +4.8% |
| YTD | +10.1% | -5.2% | +15.3% | +9.5% |
| 1Y | +25.9% | +24.1% | +1.8% | +15.8% |
| 3Y | +24.4% | +39.6% | -15.2% | +6.3% |
| 5Y | +15.5% | -12.5% | +27.9% | +5.9% |
| All | +15.5% | -13.6% | +29.1% | +5.9% |
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