+3.0%
MCHP vs LUV
-11.9%
+14.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.4% | +2.2% | +3.0% |
| 7D | 0.0% | -1.0% | +1.0% | +0.5% |
| 30D | -6.0% | -12.4% | +6.3% | +0.2% |
| 3M | -19.7% | -11.0% | -8.7% | -15.1% |
| 6M | +14.0% | -5.0% | +19.0% | +15.4% |
| YTD | +18.4% | -3.8% | +22.2% | +16.3% |
| 1Y | +17.1% | +25.9% | -8.8% | -1.5% |
| 3Y | +0.7% | +42.2% | -41.5% | -25.2% |
| All | +3.0% | -11.9% | +14.9% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling