+4,330.0%
LUV vs MKC
+3,336.7%
+993.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.3% |
| 7D | +0.7% | -4.3% | +5.0% | +1.9% |
| 30D | -13.4% | -3.1% | -10.3% | -12.7% |
| 3M | -9.6% | +6.8% | -16.4% | -11.7% |
| 6M | -8.9% | -18.3% | +9.4% | -4.1% |
| YTD | -5.2% | -23.1% | +17.9% | +1.2% |
| 1Y | +27.0% | -23.7% | +50.7% | +35.6% |
| 3Y | +39.6% | -31.0% | +70.6% | +52.1% |
| 5Y | -14.4% | -33.5% | +19.1% | -7.5% |
| 10Y | +17.3% | +30.3% | -13.0% | -0.8% |
| All | +4,330.0% | +3,336.7% | +993.2% | +1,435.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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