-8.6%
ONON vs LUV
+40.8%
-49.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.5% |
| 7D | -2.1% | -1.0% | -1.1% | -1.7% |
| 30D | -11.6% | -12.4% | +0.7% | -6.9% |
| 3M | -30.1% | -11.0% | -19.1% | -27.3% |
| 6M | -30.5% | -5.0% | -25.5% | -30.0% |
| YTD | -41.0% | -3.8% | -37.2% | -41.8% |
| 1Y | -36.7% | +25.9% | -62.6% | -44.7% |
| 3Y | -8.6% | +42.2% | -50.8% | -31.8% |
| All | -8.6% | +40.8% | -49.4% | -31.8% |
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