-60.6%
MSTR vs LUV
+27.8%
-88.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | 0.0% | -3.1% | -3.1% |
| 7D | -11.2% | -0.1% | -11.1% | -11.2% |
| 30D | +33.8% | -14.6% | +48.4% | +37.0% |
| 3M | +11.5% | -5.7% | +17.2% | +11.5% |
| 6M | -7.2% | -8.4% | +1.3% | -8.1% |
| YTD | -15.4% | -5.1% | -10.3% | -15.8% |
| 1Y | -60.6% | +26.6% | -87.2% | -67.0% |
| All | -60.6% | +27.8% | -88.4% | -67.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling