+158.0%
LUV vs OVV
+162.8%
-4.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.0% | +2.6% |
| 7D | +0.4% | +0.3% | +0.2% | +0.3% |
| 30D | -18.4% | +11.7% | -30.1% | -20.0% |
| 3M | -3.2% | +9.8% | -13.0% | -5.3% |
| 6M | -14.8% | +26.6% | -41.4% | -19.3% |
| YTD | -2.9% | +67.0% | -69.9% | -12.4% |
| 1Y | +29.6% | +55.9% | -26.3% | +17.7% |
| 3Y | +35.2% | +45.5% | -10.3% | +22.3% |
| 5Y | -11.7% | +157.3% | -169.0% | -30.1% |
| 10Y | +21.6% | +65.0% | -43.4% | -18.0% |
| All | +158.0% | +162.8% | -4.8% | +49.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling