+107.5%
LUV vs MLM
+15.7%
+91.8%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.2% |
| 7D | +1.1% | -0.9% | +2.0% | +1.7% |
| 30D | +14.2% | +9.0% | +5.2% | +8.9% |
| 3M | +0.6% | -5.6% | +6.2% | +3.9% |
| 6M | +15.1% | -10.7% | +25.7% | +22.0% |
| YTD | +10.2% | -17.2% | +27.4% | +21.7% |
| 1Y | +38.4% | -14.2% | +52.7% | +50.4% |
| 3Y | +107.5% | +15.6% | +91.9% | +89.0% |
| All | +107.5% | +15.7% | +91.8% | +89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling