+531.1%
PLTR vs LUV
-14.7%
+545.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -9.1% | -0.1% | -9.0% | -9.1% |
| 30D | -5.2% | -14.6% | +9.4% | +1.9% |
| 3M | +27.4% | -5.7% | +33.1% | +29.4% |
| 6M | +9.7% | -8.4% | +18.2% | +11.4% |
| YTD | -6.7% | -5.1% | -1.6% | -9.9% |
| 1Y | -0.5% | +26.6% | -27.1% | -19.6% |
| 3Y | +996.2% | +39.7% | +956.6% | +656.7% |
| 5Y | +531.1% | -12.0% | +543.1% | +487.1% |
| All | +531.1% | -14.7% | +545.8% | +487.1% |
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 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