+326.6%
OKLO vs LUV
-16.6%
+343.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +7.7% | +0.7% | +7.1% | +7.5% |
| 30D | -4.3% | -13.4% | +9.1% | -0.1% |
| 3M | -24.6% | -9.6% | -15.0% | -22.3% |
| 6M | -31.1% | -8.9% | -22.2% | -29.3% |
| YTD | -40.7% | -5.2% | -35.5% | -40.0% |
| 1Y | -42.4% | +27.0% | -69.5% | -46.0% |
| 3Y | +310.9% | +39.6% | +271.3% | +270.3% |
| 5Y | +332.6% | -14.4% | +347.0% | +290.8% |
| All | +326.6% | -16.6% | +343.1% | +286.3% |
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