+74.3%
OKE vs LUV
+40.8%
+33.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.8% |
| 7D | +1.2% | -1.0% | +2.2% | +1.3% |
| 30D | +4.5% | -12.4% | +16.8% | +5.4% |
| 3M | +9.6% | -11.0% | +20.6% | +10.2% |
| 6M | +15.4% | -5.0% | +20.4% | +14.9% |
| YTD | +36.5% | -3.8% | +40.2% | +34.5% |
| 1Y | +39.0% | +25.9% | +13.1% | +29.3% |
| 3Y | +74.3% | +42.2% | +32.1% | +45.4% |
| All | +74.3% | +40.8% | +33.5% | +45.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV 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 LUV 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