+38.6%
LRCX vs OWL
+10.0%
+28.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -4.0% | -1.7% | -4.6% |
| 7D | +1.8% | -11.9% | +13.7% | +5.1% |
| 30D | -4.3% | -13.7% | +9.4% | -0.8% |
| 3M | -7.3% | +12.3% | -19.6% | -9.8% |
| 6M | +38.6% | +15.0% | +23.5% | +33.4% |
| All | +38.6% | +10.0% | +28.5% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 6mo: compounded portfolio wealth divided by compounded OWL 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…
6mo analysis · Full analysis span regression · 6 months rolling