-3.3%
ONDS vs LUV
-13.2%
+9.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.6% | -0.6% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -25.6% | -14.6% | -11.0% | -18.7% |
| 3M | -22.1% | -5.7% | -16.4% | -19.8% |
| 6M | -27.6% | -8.4% | -19.1% | -24.9% |
| YTD | -25.7% | -5.1% | -20.6% | -26.9% |
| 1Y | +30.4% | +26.6% | +3.8% | +7.0% |
| 3Y | +695.0% | +39.7% | +655.3% | +448.3% |
| All | -3.3% | -13.2% | +9.8% | -4.0% |
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