+55.3%
ON vs LUV
+27.4%
+27.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +1.4% | +7.1% | +8.1% |
| 7D | +2.4% | -1.0% | +3.3% | +2.7% |
| 30D | -8.6% | -12.4% | +3.7% | -5.3% |
| 3M | -34.3% | -11.0% | -23.4% | -32.2% |
| 6M | +28.5% | -5.0% | +33.5% | +29.1% |
| YTD | +40.6% | -3.8% | +44.4% | +41.3% |
| 1Y | +55.3% | +25.9% | +29.4% | +35.2% |
| All | +55.3% | +27.4% | +27.9% | +35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling