+1,365.9%
OXY vs LUV
+4,377.3%
-3,011.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +1.4% | -0.1% | +1.5% | +1.4% |
| 30D | +4.0% | -14.6% | +18.6% | +7.5% |
| 3M | +7.6% | -5.7% | +13.3% | +8.0% |
| 6M | +16.2% | -8.4% | +24.6% | +15.6% |
| YTD | +50.8% | -5.1% | +56.0% | +47.3% |
| 1Y | +34.7% | +26.6% | +8.1% | +22.4% |
| 3Y | -1.0% | +39.7% | -40.7% | -14.9% |
| 5Y | +163.2% | -12.0% | +175.2% | +147.7% |
| 10Y | +5.5% | +17.3% | -11.8% | -5.3% |
| All | +1,365.9% | +4,377.3% | -3,011.4% | +533.1% |
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