+1,747.8%
PLD vs LUV
+552.4%
+1,195.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.0% | -1.5% |
| 7D | -2.4% | +0.4% | -2.8% | -2.6% |
| 30D | -2.4% | -18.4% | +16.0% | +4.4% |
| 3M | -3.8% | -3.2% | -0.6% | -3.5% |
| 6M | 0.0% | -14.8% | +14.9% | +4.0% |
| YTD | +9.2% | -2.9% | +12.1% | +7.5% |
| 1Y | +25.9% | +29.6% | -3.7% | +11.3% |
| 3Y | +21.3% | +35.2% | -13.9% | +1.0% |
| 5Y | +14.1% | -11.7% | +25.8% | +7.0% |
| 10Y | +237.9% | +21.6% | +216.3% | +152.1% |
| All | +1,747.8% | +552.4% | +1,195.4% | +651.0% |
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 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