+29.3%
MNST vs LUV
+43.7%
-14.4%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.7% | +3.1% | +0.7% |
| 7D | -4.7% | +1.8% | -6.5% | -4.9% |
| 30D | +5.2% | +11.3% | -6.0% | +3.9% |
| 3M | -0.9% | +1.0% | -1.9% | -1.2% |
| 6M | +6.1% | +15.6% | -9.5% | +4.1% |
| YTD | +18.9% | +10.9% | +8.0% | +18.7% |
| 1Y | +29.3% | +38.1% | -8.8% | +29.2% |
| All | +29.3% | +43.7% | -14.4% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling