-28.3%
ON vs LUV
+38.8%
-67.1%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.2% | -1.2% |
| 7D | -4.7% | -0.1% | -4.6% | -4.7% |
| 30D | -13.5% | -14.6% | +1.1% | -7.7% |
| 3M | -36.3% | -5.7% | -30.6% | -35.0% |
| 6M | +17.8% | -8.4% | +26.2% | +20.4% |
| YTD | +29.6% | -5.1% | +34.7% | +27.9% |
| 1Y | +45.8% | +26.6% | +19.2% | +23.8% |
| All | -28.3% | +38.8% | -67.1% | -47.3% |
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 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