+29.6%
LUV vs MGY
+15.5%
+14.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +1.7% |
| 7D | +0.4% | +2.1% | -1.7% | +1.4% |
| 30D | -18.4% | +13.8% | -32.2% | -13.7% |
| 3M | -3.2% | -4.3% | +1.1% | -3.1% |
| 6M | -14.8% | -5.1% | -9.8% | -15.9% |
| YTD | -2.9% | +24.8% | -27.6% | -4.9% |
| 1Y | +29.6% | +11.8% | +17.8% | +28.4% |
| All | +29.6% | +15.5% | +14.1% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 1y: compounded portfolio wealth divided by compounded MGY 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…
1y analysis · Full analysis span regression · 6 months rolling