+8,425.6%
PWR vs LUV
+431.0%
+7,994.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | +2.7% | +0.7% | +2.0% | +2.4% |
| 30D | -5.1% | -13.4% | +8.3% | -0.1% |
| 3M | -9.4% | -9.6% | +0.2% | -6.3% |
| 6M | +10.4% | -8.9% | +19.3% | +12.7% |
| YTD | +48.6% | -5.2% | +53.8% | +47.1% |
| 1Y | +68.0% | +27.0% | +41.0% | +47.8% |
| 3Y | +204.7% | +39.6% | +165.1% | +144.3% |
| 5Y | +451.9% | -14.4% | +466.3% | +419.5% |
| 10Y | +2,425.3% | +17.3% | +2,408.1% | +1,845.9% |
| All | +8,425.6% | +431.0% | +7,994.6% | +3,265.1% |
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