+1,660.3%
PLTR vs LUV
+11.5%
+1,648.8%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.2% |
| 7D | -4.1% | -1.0% | -3.1% | -3.7% |
| 30D | -2.2% | -12.4% | +10.1% | +3.1% |
| 3M | +27.6% | -11.0% | +38.6% | +32.9% |
| 6M | +10.3% | -5.0% | +15.3% | +10.2% |
| YTD | -5.9% | -3.8% | -2.1% | -9.0% |
| 1Y | +1.7% | +25.9% | -24.2% | -14.8% |
| 3Y | +959.1% | +42.2% | +916.8% | +676.6% |
| 5Y | +536.3% | -10.8% | +547.1% | +479.3% |
| All | +1,660.3% | +11.5% | +1,648.8% | +1,598.1% |
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