-20.7%
MDLN vs LUV
-5.3%
-15.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | -11.1% | -1.0% | -10.1% | -10.9% |
| 30D | -8.4% | -12.4% | +4.0% | -6.7% |
| 3M | -12.4% | -11.0% | -1.4% | -10.6% |
| 6M | -23.3% | -5.0% | -18.3% | -22.2% |
| YTD | -22.5% | -3.8% | -18.8% | -19.1% |
| All | -20.7% | -5.3% | -15.4% | -16.5% |
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