+678.6%
MPC vs LUV
-13.6%
+692.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +2.7% |
| 7D | +3.9% | +3.1% | +0.7% | +3.3% |
| 30D | +33.8% | -17.4% | +51.2% | +38.3% |
| 3M | +49.9% | -4.9% | +54.7% | +49.9% |
| 6M | +80.9% | -5.7% | +86.6% | +79.5% |
| YTD | +147.4% | -5.2% | +152.6% | +143.1% |
| 1Y | +123.2% | +24.1% | +99.1% | +102.6% |
| 3Y | +171.7% | +39.6% | +132.1% | +130.4% |
| 5Y | +678.6% | -12.5% | +691.0% | +646.7% |
| All | +678.6% | -13.6% | +692.2% | +646.7% |
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