+3,101.0%
MPC vs LUV
+311.0%
+2,790.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.0% | -0.6% |
| 7D | +5.4% | +0.4% | +5.0% | +5.2% |
| 30D | +31.0% | -18.4% | +49.4% | +41.4% |
| 3M | +46.0% | -3.2% | +49.2% | +45.5% |
| 6M | +77.3% | -14.8% | +92.2% | +82.1% |
| YTD | +141.9% | -2.9% | +144.8% | +131.4% |
| 1Y | +120.9% | +29.6% | +91.3% | +83.5% |
| 3Y | +182.7% | +35.2% | +147.5% | +114.5% |
| 5Y | +646.4% | -11.7% | +658.1% | +570.3% |
| 10Y | +1,138.7% | +21.6% | +1,117.2% | +807.8% |
| All | +3,101.0% | +311.0% | +2,790.0% | +1,155.2% |
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