+445.3%
MP vs LUV
+26.8%
+418.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.3% | -0.9% | +0.3% |
| 7D | -2.9% | +0.4% | -3.3% | -3.1% |
| 30D | +13.8% | -18.4% | +32.2% | +25.2% |
| 3M | -16.7% | -3.2% | -13.5% | -16.2% |
| 6M | -11.5% | -14.8% | +3.4% | -5.9% |
| YTD | +7.9% | -2.9% | +10.8% | +4.6% |
| 1Y | -15.0% | +29.6% | -44.6% | -30.3% |
| 3Y | +153.5% | +35.2% | +118.3% | +89.5% |
| 5Y | +58.7% | -11.7% | +70.3% | +47.1% |
| All | +445.3% | +26.8% | +418.5% | +349.3% |
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