+2,812.9%
MMM vs LUV
+4,484.9%
-1,672.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.1% | -0.4% |
| 7D | -3.3% | +0.4% | -3.7% | -3.4% |
| 30D | -7.0% | -18.4% | +11.4% | -2.9% |
| 3M | +10.8% | -3.2% | +14.0% | +11.3% |
| 6M | +5.8% | -14.8% | +20.6% | +8.8% |
| YTD | +6.8% | -2.9% | +9.6% | +6.1% |
| 1Y | +10.4% | +29.6% | -19.2% | +2.6% |
| 3Y | +104.7% | +35.2% | +69.5% | +83.4% |
| 5Y | +23.6% | -11.7% | +35.2% | +19.3% |
| 10Y | +54.1% | +21.6% | +32.5% | +33.0% |
| All | +2,812.9% | +4,484.9% | -1,672.0% | +1,030.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling