+582.3%
MPC vs LUV
+1.8%
+580.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.3% | +3.1% | +3.4% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -12.2% | +14.0% | -26.2% | -14.2% |
| 3M | +20.1% | +2.6% | +17.5% | +19.3% |
| 6M | +60.6% | +17.3% | +43.3% | +54.2% |
| YTD | +150.6% | +14.0% | +136.6% | +138.2% |
| 1Y | +104.7% | +47.9% | +56.8% | +81.2% |
| 3Y | +194.5% | +114.0% | +80.5% | +125.2% |
| 5Y | +582.3% | +3.2% | +579.1% | +545.6% |
| All | +582.3% | +1.8% | +580.5% | +545.6% |
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