-34.6%
MP vs LUV
+57.3%
-91.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.8% | -11.9% | -6.7% |
| 7D | -12.5% | +6.8% | -19.3% | -14.0% |
| 30D | -23.3% | +10.9% | -34.3% | -25.4% |
| 3M | -24.4% | -4.2% | -20.1% | -24.1% |
| 6M | -45.8% | +22.1% | -67.9% | -48.3% |
| YTD | -28.9% | +13.8% | -42.7% | -30.6% |
| 1Y | -34.6% | +59.2% | -93.8% | -46.2% |
| All | -34.6% | +57.3% | -91.9% | -46.2% |
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