+14,834.6%
MO vs LUV
+4,377.3%
+10,457.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | +5.8% | -14.6% | +20.4% | +7.8% |
| 3M | -4.5% | -5.7% | +1.2% | -4.1% |
| 6M | +5.7% | -8.4% | +14.2% | +6.1% |
| YTD | +23.1% | -5.1% | +28.2% | +22.2% |
| 1Y | +10.9% | +26.6% | -15.7% | +5.6% |
| 3Y | +96.1% | +39.7% | +56.5% | +80.1% |
| 5Y | +100.1% | -12.0% | +112.1% | +93.3% |
| 10Y | +114.0% | +17.3% | +96.7% | +93.3% |
| All | +14,834.6% | +4,377.3% | +10,457.4% | +6,148.9% |
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 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