+93.1%
ORCL vs LUV
-12.1%
+105.2%
-64.6%
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 | +10.9% | +0.7% | +10.2% | +10.8% |
| 30D | +7.0% | -13.4% | +20.5% | +9.3% |
| 3M | -21.2% | -9.6% | -11.6% | -20.1% |
| 6M | +7.4% | -8.9% | +16.3% | +8.3% |
| YTD | -16.3% | -5.2% | -11.1% | -16.6% |
| 1Y | -32.3% | +27.0% | -59.4% | -35.9% |
| 3Y | +32.6% | +39.6% | -7.1% | +18.3% |
| 5Y | +93.1% | -14.4% | +107.5% | +85.4% |
| All | +93.1% | -12.1% | +105.2% | +85.4% |
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