-28.4%
OWL vs LCID
-82.0%
+53.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.2% | +9.2% | +1.5% |
| 7D | +1.5% | -10.2% | +11.7% | +3.2% |
| 30D | +13.4% | -10.2% | +23.6% | +14.9% |
| 3M | -21.2% | -54.1% | +32.9% | -12.1% |
| 6M | +4.0% | -53.8% | +57.8% | +14.2% |
| YTD | -29.0% | -72.0% | +43.0% | -14.1% |
| 1Y | -28.4% | -80.5% | +52.1% | -3.5% |
| All | -28.4% | -82.0% | +53.5% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID 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 1y: compounded portfolio wealth divided by compounded LCID 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…
1y analysis · Full analysis span regression · 6 months rolling