-33.3%
OKTA vs LUV
-11.9%
-21.3%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.4% | -4.1% | -3.1% |
| 7D | -2.4% | -1.0% | -1.4% | -2.1% |
| 30D | +13.0% | -12.4% | +25.4% | +17.7% |
| 3M | +41.7% | -11.0% | +52.7% | +46.1% |
| 6M | +105.9% | -5.0% | +110.9% | +106.1% |
| YTD | +92.6% | -3.8% | +96.3% | +87.2% |
| 1Y | +81.1% | +25.9% | +55.1% | +56.7% |
| 3Y | +84.8% | +42.2% | +42.6% | +38.9% |
| All | -33.3% | -11.9% | -21.3% | -38.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling