+29.6%
LUV vs ONTO
+162.8%
-133.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.2% | -3.9% | +1.0% |
| 7D | +0.4% | -1.0% | +1.4% | +0.6% |
| 30D | -18.4% | -2.9% | -15.5% | -18.5% |
| 3M | -3.2% | -2.5% | -0.8% | -6.3% |
| 6M | -14.8% | +28.2% | -43.1% | -24.4% |
| YTD | -2.9% | +69.8% | -72.6% | -18.9% |
| 1Y | +29.6% | +162.9% | -133.3% | -0.1% |
| All | +29.6% | +162.8% | -133.2% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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