+1,837.5%
MRVL vs LUV
+256.6%
+1,580.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.2% | +4.2% |
| 7D | +13.8% | +0.7% | +13.2% | +13.5% |
| 30D | +12.7% | -13.4% | +26.1% | +19.3% |
| 3M | -11.9% | -9.6% | -2.3% | -8.4% |
| 6M | +153.8% | -8.9% | +162.7% | +160.5% |
| YTD | +177.0% | -5.2% | +182.1% | +173.2% |
| 1Y | +252.3% | +27.0% | +225.3% | +204.5% |
| 3Y | +325.5% | +39.6% | +285.9% | +241.4% |
| 5Y | +290.9% | -14.4% | +305.3% | +283.2% |
| 10Y | +1,954.1% | +17.3% | +1,936.9% | +1,505.7% |
| All | +1,837.5% | +256.6% | +1,580.9% | +961.6% |
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