+514.9%
MKSI vs LUV
+20.2%
+494.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.4% |
| 7D | +2.7% | -1.0% | +3.6% | +3.2% |
| 30D | -12.8% | -12.4% | -0.4% | -6.8% |
| 3M | -22.5% | -11.0% | -11.5% | -17.7% |
| 6M | +19.4% | -5.0% | +24.4% | +21.9% |
| YTD | +67.7% | -3.8% | +71.5% | +67.2% |
| 1Y | +131.4% | +25.9% | +105.5% | +99.4% |
| 3Y | +197.3% | +42.2% | +155.1% | +131.9% |
| 5Y | +87.0% | -10.8% | +97.7% | +79.4% |
| All | +514.9% | +20.2% | +494.7% | +450.9% |
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