+13.8%
ORCL vs LUV
+111.1%
-97.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.3% |
| 7D | +8.0% | +1.1% | +6.9% | +7.8% |
| 30D | -4.0% | +14.2% | -18.2% | -5.4% |
| 3M | -19.5% | +0.6% | -20.1% | -19.7% |
| 6M | -33.5% | +15.1% | -48.5% | -34.4% |
| YTD | -34.8% | +10.2% | -45.0% | -36.0% |
| 1Y | -41.6% | +38.4% | -80.1% | -43.8% |
| 3Y | +13.8% | +107.5% | -93.7% | +7.0% |
| All | +13.8% | +111.1% | -97.3% | +7.0% |
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 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