+2,794.9%
MMM vs LUV
+4,374.9%
-1,580.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.4% | +1.8% | -0.1% |
| 7D | -1.6% | +3.1% | -4.7% | -2.3% |
| 30D | -8.0% | -17.4% | +9.4% | -4.2% |
| 3M | +9.4% | -4.9% | +14.2% | +10.2% |
| 6M | +10.2% | -5.7% | +15.9% | +10.9% |
| YTD | +6.1% | -5.2% | +11.3% | +6.0% |
| 1Y | +10.8% | +24.1% | -13.3% | +4.0% |
| 3Y | +104.8% | +39.6% | +65.2% | +82.2% |
| 5Y | +27.0% | -12.5% | +39.5% | +22.9% |
| 10Y | +53.8% | +12.9% | +40.8% | +34.8% |
| All | +2,794.9% | +4,374.9% | -1,580.0% | +1,029.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling