+25.9%
LUV vs ONTO
+162.0%
-136.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.2% | +0.5% |
| 7D | -1.0% | +4.9% | -5.9% | -2.0% |
| 30D | -12.4% | -16.6% | +4.3% | -9.4% |
| 3M | -11.0% | -7.3% | -3.7% | -12.2% |
| 6M | -5.0% | +45.9% | -50.9% | -17.8% |
| YTD | -3.8% | +78.2% | -82.0% | -20.5% |
| 1Y | +25.9% | +159.8% | -133.9% | -3.2% |
| All | +25.9% | +162.0% | -136.1% | -3.2% |
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