-26.6%
OWL vs LUV
+57.3%
-83.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +6.8% | -3.7% | +0.9% |
| 7D | +10.1% | +6.8% | +3.3% | +7.8% |
| 30D | +18.7% | +10.9% | +7.8% | +14.7% |
| 3M | -6.2% | -4.2% | -2.0% | -5.6% |
| 6M | +9.8% | +22.1% | -12.4% | +3.5% |
| YTD | -24.2% | +13.8% | -38.0% | -26.0% |
| 1Y | -26.6% | +59.2% | -85.8% | -37.3% |
| All | -26.6% | +57.3% | -83.9% | -37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling