-28.0%
ORCL vs LUV
+24.6%
-52.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +2.9% |
| 7D | +5.3% | +0.4% | +4.8% | +5.2% |
| 30D | +10.0% | -18.4% | +28.4% | +11.5% |
| 3M | -32.6% | -3.2% | -29.4% | -32.0% |
| 6M | +4.9% | -14.8% | +19.8% | +4.2% |
| YTD | -17.8% | -2.9% | -14.9% | -17.9% |
| 1Y | -28.0% | +29.6% | -57.6% | -27.2% |
| All | -28.0% | +24.6% | -52.6% | -27.2% |
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