+265.1%
MU vs LUV
+57.3%
+207.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +6.8% | -13.8% | -9.5% |
| 7D | -19.1% | +6.8% | -25.9% | -21.3% |
| 30D | -25.2% | +10.9% | -36.2% | -28.5% |
| 3M | -10.9% | -4.2% | -6.7% | -9.6% |
| 6M | +38.0% | +22.1% | +15.9% | +28.5% |
| YTD | +178.8% | +13.8% | +165.0% | +154.9% |
| 1Y | +265.1% | +59.2% | +205.9% | +134.0% |
| All | +265.1% | +57.3% | +207.8% | +134.0% |
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