+2,090.1%
PPL vs LUV
+4,484.9%
-2,394.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.3% |
| 7D | +2.7% | +0.4% | +2.2% | +2.6% |
| 30D | +0.5% | -18.4% | +18.9% | +3.3% |
| 3M | +0.7% | -3.2% | +3.9% | +0.9% |
| 6M | -7.6% | -14.8% | +7.2% | -6.2% |
| YTD | +1.8% | -2.9% | +4.7% | +1.0% |
| 1Y | -0.8% | +29.6% | -30.3% | -5.8% |
| 3Y | +56.9% | +35.2% | +21.7% | +44.8% |
| 5Y | +39.5% | -11.7% | +51.2% | +35.2% |
| 10Y | +55.4% | +21.6% | +33.8% | +40.3% |
| All | +2,090.1% | +4,484.9% | -2,394.8% | +1,213.0% |
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