+213.1%
USO vs LUV
-11.9%
+225.0%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.6% | -2.0% |
| 7D | +9.1% | -1.0% | +10.1% | +9.0% |
| 30D | +21.7% | -12.4% | +34.0% | +20.1% |
| 3M | +20.2% | -11.0% | +31.2% | +19.0% |
| 6M | +43.4% | -5.0% | +48.3% | +43.7% |
| YTD | +124.0% | -3.8% | +127.8% | +123.4% |
| 1Y | +112.2% | +25.9% | +86.3% | +109.2% |
| 3Y | +97.7% | +42.2% | +55.4% | +91.1% |
| All | +213.1% | -11.9% | +225.0% | +218.6% |
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