+942.1%
MDB vs LUV
-13.7%
+955.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | +6.8% | +1.1% | +5.7% | +6.5% |
| 30D | -6.2% | +14.2% | -20.4% | -9.5% |
| 3M | -29.2% | +0.6% | -29.9% | -29.5% |
| 6M | +10.3% | +15.1% | -4.8% | +5.0% |
| YTD | -20.4% | +10.2% | -30.6% | -24.7% |
| 1Y | -4.8% | +38.4% | -43.3% | -16.0% |
| 3Y | -11.6% | +107.5% | -119.1% | -33.7% |
| 5Y | -41.0% | +1.1% | -42.1% | -46.4% |
| All | +942.1% | -13.7% | +955.8% | +930.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling