+79.1%
MNST vs LUV
-12.1%
+91.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.2% |
| 7D | -4.1% | +3.1% | -7.2% | -4.5% |
| 30D | -4.5% | -17.4% | +12.9% | -2.1% |
| 3M | -2.5% | -4.9% | +2.4% | -2.1% |
| 6M | +14.1% | -5.7% | +19.8% | +14.4% |
| YTD | +12.6% | -5.2% | +17.7% | +12.4% |
| 1Y | +36.9% | +24.1% | +12.8% | +31.4% |
| 3Y | +53.1% | +39.6% | +13.5% | +39.3% |
| All | +79.1% | -12.1% | +91.2% | +84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling