+5,979.9%
MCD vs LUV
+4,484.9%
+1,495.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -1.9% |
| 7D | -2.8% | +0.4% | -3.2% | -2.9% |
| 30D | -6.0% | -18.4% | +12.4% | -2.9% |
| 3M | -5.6% | -3.2% | -2.4% | -5.4% |
| 6M | -21.9% | -14.8% | -7.0% | -20.4% |
| YTD | -14.7% | -2.9% | -11.9% | -15.4% |
| 1Y | -17.3% | +29.6% | -46.8% | -22.1% |
| 3Y | -2.2% | +35.2% | -37.4% | -11.1% |
| 5Y | +20.3% | -11.7% | +32.0% | +15.7% |
| 10Y | +180.7% | +21.6% | +159.1% | +144.3% |
| All | +5,979.9% | +4,484.9% | +1,495.0% | +1,968.3% |
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