+29.6%
LUV vs OVV
+61.5%
-32.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.0% | +1.6% |
| 7D | +0.4% | +0.3% | +0.2% | +0.6% |
| 30D | -18.4% | +11.7% | -30.1% | -14.7% |
| 3M | -3.2% | +9.8% | -13.0% | +1.3% |
| 6M | -14.8% | +26.6% | -41.4% | -8.9% |
| YTD | -2.9% | +67.0% | -69.9% | +5.6% |
| 1Y | +29.6% | +55.9% | -26.3% | +42.3% |
| All | +29.6% | +61.5% | -32.0% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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