-12.0%
LUV vs ONTO
+246.7%
-258.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +0.8% |
| 7D | -0.1% | +6.5% | -6.6% | -1.5% |
| 30D | -14.6% | -15.9% | +1.3% | -11.7% |
| 3M | -5.7% | -0.2% | -5.5% | -8.2% |
| 6M | -8.4% | +38.7% | -47.2% | -17.9% |
| YTD | -5.1% | +70.4% | -75.5% | -19.2% |
| 1Y | +26.6% | +153.6% | -127.0% | -2.0% |
| 3Y | +39.7% | +109.2% | -69.5% | +0.9% |
| 5Y | -12.0% | +249.7% | -261.8% | -48.2% |
| All | -12.0% | +246.7% | -258.7% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling