+53,398.1%
ORLY vs LUV
+850.3%
+52,547.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | +0.1% |
| 7D | -2.4% | -1.0% | -1.4% | -2.2% |
| 30D | -6.8% | -12.4% | +5.6% | -4.4% |
| 3M | -4.8% | -11.0% | +6.2% | -2.9% |
| 6M | -9.1% | -5.0% | -4.1% | -9.0% |
| YTD | -5.9% | -3.8% | -2.1% | -7.0% |
| 1Y | -20.4% | +25.9% | -46.3% | -25.8% |
| 3Y | +36.6% | +42.2% | -5.7% | +19.6% |
| 5Y | +117.3% | -10.8% | +128.1% | +105.6% |
| 10Y | +362.7% | +19.0% | +343.7% | +289.2% |
| All | +53,398.1% | +850.3% | +52,547.8% | +28,914.0% |
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 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