+469.4%
PWR vs LUV
-11.9%
+481.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.4% | +3.7% | +4.8% |
| 7D | +4.2% | -1.0% | +5.2% | +4.4% |
| 30D | -4.0% | -12.4% | +8.3% | -0.8% |
| 3M | -4.8% | -11.0% | +6.2% | -2.1% |
| 6M | +14.6% | -5.0% | +19.6% | +15.2% |
| YTD | +54.2% | -3.8% | +58.0% | +52.6% |
| 1Y | +67.1% | +25.9% | +41.2% | +52.5% |
| 3Y | +218.5% | +42.2% | +176.2% | +165.2% |
| All | +469.4% | -11.9% | +481.3% | +443.8% |
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 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