+1,643.3%
PLD vs LUV
+644.8%
+998.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.2% |
| 7D | 0.0% | +1.8% | -1.8% | -0.6% |
| 30D | -3.7% | +11.3% | -15.0% | -7.4% |
| 3M | -7.9% | +1.0% | -9.0% | -8.7% |
| 6M | -9.2% | +15.6% | -24.8% | -14.8% |
| YTD | +3.1% | +10.9% | -7.9% | -3.4% |
| 1Y | +6.2% | +38.1% | -31.9% | -8.0% |
| 3Y | +35.4% | +108.2% | -72.8% | -3.4% |
| 5Y | +0.1% | +1.7% | -1.7% | -10.5% |
| 10Y | +268.0% | +16.8% | +251.2% | +180.5% |
| All | +1,643.3% | +644.8% | +998.5% | +574.6% |
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