+3,298.1%
MPC vs LUV
+369.2%
+2,929.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.7% | +5.2% | +3.5% |
| 7D | +9.4% | +1.8% | +7.6% | +8.7% |
| 30D | -13.4% | +11.3% | -24.7% | -17.6% |
| 3M | +18.9% | +1.0% | +17.8% | +17.0% |
| 6M | +64.9% | +15.6% | +49.3% | +50.8% |
| YTD | +156.8% | +10.9% | +145.9% | +130.8% |
| 1Y | +113.2% | +38.1% | +75.1% | +72.9% |
| 3Y | +201.8% | +108.2% | +93.6% | +86.4% |
| 5Y | +601.4% | +1.7% | +599.6% | +490.9% |
| 10Y | +1,166.0% | +16.8% | +1,149.2% | +843.0% |
| All | +3,298.1% | +369.2% | +2,929.0% | +1,151.8% |
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