+719.8%
MU vs LUV
+24.6%
+695.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.3% | +3.8% | +5.2% |
| 7D | +9.0% | +0.4% | +8.6% | +8.8% |
| 30D | +13.8% | -18.4% | +32.2% | +23.4% |
| 3M | +2.1% | -3.2% | +5.3% | +4.0% |
| 6M | +153.8% | -14.8% | +168.6% | +162.0% |
| YTD | +256.4% | -2.9% | +259.2% | +249.8% |
| 1Y | +719.8% | +29.6% | +690.2% | +557.2% |
| All | +719.8% | +24.6% | +695.2% | +557.2% |
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