+68.9%
MP vs LUV
-13.6%
+82.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.7% |
| 7D | +3.0% | +3.1% | -0.1% | +1.5% |
| 30D | +8.3% | -17.4% | +25.8% | +18.4% |
| 3M | -3.8% | -4.9% | +1.0% | -2.5% |
| 6M | -4.9% | -5.7% | +0.8% | -3.8% |
| YTD | +9.6% | -5.2% | +14.8% | +7.4% |
| 1Y | -11.7% | +24.1% | -35.8% | -26.3% |
| 3Y | +158.5% | +39.6% | +118.9% | +85.2% |
| 5Y | +68.9% | -12.5% | +81.4% | +44.6% |
| All | +68.9% | -13.6% | +82.5% | +44.6% |
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