+1,925.8%
MRVL vs LUV
+20.2%
+1,905.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.4% | +2.6% | +3.5% |
| 7D | +5.6% | -1.0% | +6.6% | +6.0% |
| 30D | +8.8% | -12.4% | +21.1% | +14.5% |
| 3M | -15.9% | -11.0% | -4.9% | -12.2% |
| 6M | +161.3% | -5.0% | +166.2% | +163.4% |
| YTD | +178.2% | -3.8% | +182.0% | +172.6% |
| 1Y | +255.3% | +25.9% | +229.4% | +206.9% |
| 3Y | +323.1% | +42.2% | +280.9% | +232.7% |
| 5Y | +293.2% | -10.8% | +304.0% | +270.2% |
| All | +1,925.8% | +20.2% | +1,905.6% | +1,801.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling