+2,151.7%
PPL vs LUV
+5,043.8%
-2,892.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.4% | +4.8% | -4.3% | -0.3% |
| 30D | +5.4% | +6.5% | -1.1% | +4.4% |
| 3M | +4.3% | -4.9% | +9.1% | +4.8% |
| 6M | -1.3% | +8.1% | -9.4% | -2.9% |
| YTD | +4.7% | +9.0% | -4.3% | +2.0% |
| 1Y | +1.3% | +43.6% | -42.3% | -5.2% |
| 3Y | +57.2% | +101.4% | -44.2% | +36.9% |
| 5Y | +48.2% | -7.3% | +55.5% | +42.7% |
| 10Y | +62.7% | +24.6% | +38.1% | +46.1% |
| All | +2,151.7% | +5,043.8% | -2,892.1% | +1,226.6% |
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