+48.5%
PPL vs LUV
-7.8%
+56.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.4% | +4.8% | -4.3% | -0.1% |
| 30D | +5.4% | +6.5% | -1.1% | +4.7% |
| 3M | +4.3% | -4.9% | +9.1% | +4.7% |
| 6M | -1.3% | +8.1% | -9.4% | -2.5% |
| YTD | +4.7% | +9.0% | -4.3% | +2.6% |
| 1Y | +1.3% | +43.6% | -42.3% | -4.5% |
| 3Y | +57.2% | +101.4% | -44.2% | +35.3% |
| All | +48.5% | -7.8% | +56.3% | +47.2% |
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