+31.8%
MCK vs LUV
+24.6%
+7.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -1.5% |
| 7D | +1.7% | +0.4% | +1.3% | +1.7% |
| 30D | +3.6% | -18.4% | +22.0% | +3.9% |
| 3M | +20.1% | -3.2% | +23.3% | +19.7% |
| 6M | -7.0% | -14.8% | +7.8% | -6.7% |
| YTD | +11.0% | -2.9% | +13.9% | +10.6% |
| 1Y | +31.8% | +29.6% | +2.2% | +25.0% |
| All | +31.8% | +24.6% | +7.3% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling