+277.0%
MTZ vs LUV
+112.4%
+164.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.7% | +0.5% | -1.3% |
| 7D | +16.5% | +1.8% | +14.7% | +15.9% |
| 30D | -10.2% | +11.3% | -21.5% | -13.6% |
| 3M | -34.2% | +1.0% | -35.2% | -34.7% |
| 6M | -56.0% | +15.6% | -71.6% | -58.2% |
| YTD | -14.8% | +10.9% | -25.8% | -19.8% |
| 1Y | -7.2% | +38.1% | -45.3% | -19.4% |
| All | +277.0% | +112.4% | +164.6% | +162.0% |
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 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