+39.6%
LUV vs OVV
+47.2%
-7.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.0% | -1.4% | -2.3% |
| 7D | +3.1% | -3.7% | +6.8% | +3.5% |
| 30D | -17.4% | +8.0% | -25.4% | -18.2% |
| 3M | -4.9% | +11.3% | -16.1% | -6.4% |
| 6M | -5.7% | +24.0% | -29.7% | -10.4% |
| YTD | -5.2% | +65.3% | -70.5% | -16.5% |
| 1Y | +24.1% | +60.2% | -36.0% | +9.5% |
| 3Y | +39.6% | +46.9% | -7.3% | +19.7% |
| All | +39.6% | +47.2% | -7.6% | +19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling