-25.3%
LUV vs ONTO
+696.1%
-721.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +0.2% |
| 7D | -1.0% | +4.9% | -5.9% | -2.3% |
| 30D | -12.4% | -16.6% | +4.3% | -8.5% |
| 3M | -11.0% | -7.3% | -3.7% | -12.1% |
| 6M | -5.0% | +45.9% | -50.9% | -18.3% |
| YTD | -3.8% | +78.2% | -82.0% | -22.4% |
| 1Y | +25.9% | +159.8% | -133.9% | -9.8% |
| 3Y | +42.2% | +123.4% | -81.2% | -7.4% |
| 5Y | -10.8% | +265.8% | -276.6% | -55.8% |
| All | -25.3% | +696.1% | -721.4% | -77.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling