+2,683.6%
MUU vs LUV
+34.0%
+2,649.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +15.0% | +0.7% | +14.4% | +14.6% |
| 30D | +36.8% | -13.4% | +50.3% | +55.7% |
| 3M | -8.5% | -9.6% | +1.1% | +1.5% |
| 6M | +320.7% | -8.9% | +329.6% | +361.1% |
| YTD | +599.7% | -5.2% | +604.8% | +587.1% |
| 1Y | +2,569.2% | +27.0% | +2,542.1% | +1,804.2% |
| All | +2,683.6% | +34.0% | +2,649.5% | +1,605.6% |
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