+166.3%
MTZ vs LUV
-12.1%
+178.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.3% | -2.2% |
| 7D | +2.3% | +0.7% | +1.6% | +2.0% |
| 30D | -10.3% | -13.4% | +3.2% | -5.5% |
| 3M | -31.8% | -9.6% | -22.2% | -29.3% |
| 6M | -19.2% | -8.9% | -10.3% | -17.1% |
| YTD | +10.7% | -5.2% | +15.9% | +9.9% |
| 1Y | +37.5% | +27.0% | +10.5% | +20.7% |
| 3Y | +162.4% | +39.6% | +122.7% | +108.8% |
| 5Y | +166.3% | -14.4% | +180.7% | +147.8% |
| All | +166.3% | -12.1% | +178.4% | +147.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling