+1,131.3%
PSX vs LUV
+467.0%
+664.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.4% |
| 7D | +2.8% | +3.1% | -0.3% | +1.8% |
| 30D | +27.8% | -17.4% | +45.2% | +35.7% |
| 3M | +42.0% | -4.9% | +46.9% | +42.4% |
| 6M | +58.1% | -5.7% | +63.8% | +56.2% |
| YTD | +105.0% | -5.2% | +110.2% | +99.2% |
| 1Y | +104.9% | +24.1% | +80.8% | +78.0% |
| 3Y | +134.1% | +39.6% | +94.5% | +84.1% |
| 5Y | +363.8% | -12.5% | +376.3% | +327.4% |
| 10Y | +370.1% | +12.9% | +357.2% | +283.4% |
| All | +1,131.3% | +467.0% | +664.4% | +597.8% |
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