+12.9%
LUV vs MLM
+204.6%
-191.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.1% |
| 7D | +3.1% | +1.4% | +1.7% | +2.4% |
| 30D | -17.4% | -6.5% | -10.9% | -14.7% |
| 3M | -4.9% | -7.4% | +2.6% | -1.5% |
| 6M | -5.7% | -15.8% | +10.1% | +2.2% |
| YTD | -5.2% | -17.4% | +12.2% | +3.7% |
| 1Y | +24.1% | -17.9% | +42.0% | +35.9% |
| 3Y | +39.6% | +18.9% | +20.7% | +26.8% |
| 5Y | -12.5% | +43.4% | -55.9% | -28.6% |
| 10Y | +12.9% | +206.2% | -193.3% | -35.3% |
| All | +12.9% | +204.6% | -191.6% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling