+81.8%
MDLZ vs LUV
+18.6%
+63.2%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.7% | -0.1% | +1.8% | +1.7% |
| 30D | +1.1% | -14.6% | +15.7% | +3.2% |
| 3M | -1.8% | -5.7% | +3.8% | -1.4% |
| 6M | +12.3% | -8.4% | +20.7% | +12.8% |
| YTD | +18.0% | -5.1% | +23.2% | +17.3% |
| 1Y | +3.8% | +26.6% | -22.8% | -1.5% |
| 3Y | -2.4% | +39.7% | -42.1% | -11.2% |
| 5Y | +18.4% | -12.0% | +30.4% | +15.1% |
| All | +81.8% | +18.6% | +63.2% | +68.2% |
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