+33,471.1%
ORCL vs LUV
+4,484.9%
+28,986.2%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.8% | +2.5% |
| 7D | +5.3% | +0.4% | +4.8% | +5.2% |
| 30D | +10.0% | -18.4% | +28.4% | +16.1% |
| 3M | -32.6% | -3.2% | -29.4% | -32.3% |
| 6M | +4.9% | -14.8% | +19.8% | +8.4% |
| YTD | -17.8% | -2.9% | -14.9% | -18.9% |
| 1Y | -28.0% | +29.6% | -57.6% | -34.9% |
| 3Y | +36.0% | +35.2% | +0.8% | +16.0% |
| 5Y | +88.7% | -11.7% | +100.4% | +77.0% |
| 10Y | +346.9% | +21.6% | +325.3% | +252.8% |
| All | +33,471.1% | +4,484.9% | +28,986.2% | +6,212.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling