+1,174.7%
MPC vs LUV
+13.2%
+1,161.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +3.2% | +0.7% | +2.6% | +2.9% |
| 30D | +25.0% | -13.4% | +38.5% | +31.9% |
| 3M | +55.2% | -9.6% | +64.7% | +59.0% |
| 6M | +86.4% | -8.9% | +95.3% | +86.2% |
| YTD | +148.5% | -5.2% | +153.6% | +139.7% |
| 1Y | +121.7% | +27.0% | +94.7% | +85.1% |
| 3Y | +172.9% | +39.6% | +133.2% | +101.7% |
| 5Y | +679.9% | -14.4% | +694.3% | +615.4% |
| 10Y | +1,174.7% | +17.3% | +1,157.5% | +914.0% |
| All | +1,174.7% | +13.2% | +1,161.5% | +914.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling