+15,819.0%
MA vs LUV
+243.1%
+15,575.9%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.5% |
| 7D | +1.3% | +1.1% | +0.2% | +0.9% |
| 30D | +9.6% | +14.2% | -4.6% | +4.6% |
| 3M | +16.8% | +0.6% | +16.2% | +16.0% |
| 6M | +35.2% | +15.1% | +20.1% | +27.2% |
| YTD | +16.6% | +10.2% | +6.4% | +9.3% |
| 1Y | +19.8% | +38.4% | -18.7% | +3.4% |
| 3Y | +70.7% | +107.5% | -36.8% | +19.4% |
| 5Y | +87.4% | +1.1% | +86.3% | +68.0% |
| 10Y | +570.0% | +16.0% | +554.0% | +425.6% |
| All | +15,819.0% | +243.1% | +15,575.9% | +6,892.4% |
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