+4,394.1%
LUV vs AON
+4,798.1%
-404.0%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.1% | +2.0% |
| 7D | -1.0% | -6.3% | +5.4% | +1.3% |
| 30D | -12.4% | -14.1% | +1.7% | -7.7% |
| 3M | -11.0% | -9.5% | -1.5% | -8.4% |
| 6M | -5.0% | -4.0% | -1.0% | -4.6% |
| YTD | -3.8% | -13.8% | +10.0% | +0.2% |
| 1Y | +25.9% | -18.3% | +44.2% | +33.4% |
| 3Y | +42.2% | -7.2% | +49.4% | +42.6% |
| 5Y | -10.8% | +7.3% | -18.1% | -15.8% |
| 10Y | +19.0% | +203.6% | -184.6% | -22.2% |
| All | +4,394.1% | +4,798.1% | -404.0% | +905.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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