+270.3%
ORCL vs LUV
+15.9%
+254.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.3% |
| 7D | +8.0% | +1.1% | +6.9% | +7.7% |
| 30D | -4.0% | +14.2% | -18.2% | -6.7% |
| 3M | -19.5% | +0.6% | -20.1% | -19.7% |
| 6M | -33.5% | +15.1% | -48.5% | -35.7% |
| YTD | -34.8% | +10.2% | -45.0% | -37.2% |
| 1Y | -41.6% | +38.4% | -80.1% | -46.6% |
| 3Y | +13.8% | +107.5% | -93.7% | -9.8% |
| 5Y | +43.4% | +1.1% | +42.3% | +34.0% |
| All | +270.3% | +15.9% | +254.4% | +229.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling