+3,645.5%
MRK vs LUV
+4,440.9%
-795.4%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.4% | -2.0% | -0.8% |
| 7D | -4.3% | -1.0% | -3.3% | -4.1% |
| 30D | +8.3% | -12.4% | +20.6% | +10.5% |
| 3M | +20.0% | -11.0% | +31.0% | +21.9% |
| 6M | +25.7% | -5.0% | +30.6% | +25.7% |
| YTD | +38.7% | -3.8% | +42.5% | +37.9% |
| 1Y | +74.7% | +25.9% | +48.8% | +65.7% |
| 3Y | +45.4% | +42.2% | +3.1% | +31.8% |
| 5Y | +129.0% | -10.8% | +139.8% | +119.9% |
| 10Y | +228.0% | +19.0% | +209.1% | +184.4% |
| All | +3,645.5% | +4,440.9% | -795.4% | +1,232.9% |
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