+36.1%
MRNA vs LUV
+40.8%
-4.7%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.0% |
| 7D | -1.1% | -1.0% | -0.1% | -0.8% |
| 30D | +126.1% | -12.4% | +138.5% | +135.0% |
| 3M | +190.0% | -11.0% | +201.0% | +199.3% |
| 6M | +157.2% | -5.0% | +162.2% | +158.2% |
| YTD | +388.2% | -3.8% | +392.0% | +382.1% |
| 1Y | +467.0% | +25.9% | +441.1% | +410.8% |
| 3Y | +36.1% | +42.2% | -6.2% | +14.7% |
| All | +36.1% | +40.8% | -4.7% | +14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling