+41,709.6%
MCHP vs LUV
+892.6%
+40,817.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.3% | +0.7% | -0.3% | +0.1% |
| 30D | -9.8% | -13.4% | +3.7% | -4.9% |
| 3M | -19.7% | -9.6% | -10.1% | -16.7% |
| 6M | +13.6% | -8.9% | +22.5% | +16.6% |
| YTD | +16.5% | -5.2% | +21.7% | +16.2% |
| 1Y | +15.7% | +27.0% | -11.3% | +3.1% |
| 3Y | 0.0% | +39.6% | -39.7% | -15.6% |
| 5Y | +4.4% | -14.4% | +18.8% | +3.9% |
| 10Y | +201.4% | +17.3% | +184.1% | +158.5% |
| All | +41,709.6% | +892.6% | +40,817.0% | +16,609.3% |
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