+106,206.6%
MU vs LUV
+4,484.9%
+101,721.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.3% | +3.8% | +5.1% |
| 7D | +9.0% | +0.4% | +8.6% | +8.8% |
| 30D | +13.8% | -18.4% | +32.2% | +23.5% |
| 3M | +2.1% | -3.2% | +5.3% | +3.2% |
| 6M | +153.8% | -14.8% | +168.6% | +169.7% |
| YTD | +256.4% | -2.9% | +259.2% | +252.4% |
| 1Y | +719.8% | +29.6% | +690.2% | +618.5% |
| 3Y | +1,360.4% | +35.2% | +1,325.2% | +1,105.2% |
| 5Y | +1,312.4% | -11.7% | +1,324.1% | +1,262.2% |
| 10Y | +6,142.6% | +21.6% | +6,121.0% | +4,876.6% |
| All | +106,206.6% | +4,484.9% | +101,721.8% | +14,109.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling