+254.1%
MP vs LUV
+42.3%
+211.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | -10.5% | +4.8% | -15.3% | -12.8% |
| 30D | -23.5% | +6.5% | -30.1% | -26.1% |
| 3M | -25.4% | -4.9% | -20.6% | -24.1% |
| 6M | -51.3% | +8.1% | -59.3% | -53.7% |
| YTD | -29.9% | +9.0% | -38.9% | -36.0% |
| 1Y | -31.8% | +43.6% | -75.4% | -46.6% |
| 3Y | +127.0% | +101.4% | +25.6% | +34.2% |
| 5Y | -3.3% | -7.3% | +4.0% | -12.3% |
| All | +254.1% | +42.3% | +211.8% | +175.0% |
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