+362.6%
PSX vs LUV
-11.9%
+374.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | +0.1% |
| 7D | +1.7% | -1.0% | +2.7% | +1.9% |
| 30D | +15.6% | -12.4% | +28.0% | +18.4% |
| 3M | +46.5% | -11.0% | +57.4% | +48.8% |
| 6M | +55.0% | -5.0% | +60.0% | +53.8% |
| YTD | +105.3% | -3.8% | +109.1% | +100.8% |
| 1Y | +101.6% | +25.9% | +75.7% | +81.9% |
| 3Y | +134.1% | +42.2% | +91.9% | +97.0% |
| All | +362.6% | -11.9% | +374.5% | +353.0% |
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 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