+15,968.0%
OKE vs LUV
+4,440.9%
+11,527.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.6% |
| 7D | +1.2% | -1.0% | +2.2% | +1.4% |
| 30D | +4.5% | -12.4% | +16.8% | +7.4% |
| 3M | +9.6% | -11.0% | +20.6% | +11.7% |
| 6M | +15.4% | -5.0% | +20.4% | +14.6% |
| YTD | +36.5% | -3.8% | +40.2% | +33.8% |
| 1Y | +39.0% | +25.9% | +13.1% | +27.6% |
| 3Y | +74.3% | +42.2% | +32.1% | +51.1% |
| 5Y | +141.2% | -10.8% | +152.0% | +129.1% |
| 10Y | +262.1% | +19.0% | +243.1% | +224.8% |
| All | +15,968.0% | +4,440.9% | +11,527.1% | +7,237.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling