+1.7%
OWL vs LUV
+40.8%
-39.0%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.4% | -0.2% | +0.7% |
| 7D | -10.1% | -1.0% | -9.2% | -9.8% |
| 30D | -11.9% | -12.4% | +0.4% | -7.8% |
| 3M | +10.7% | -11.0% | +21.7% | +15.0% |
| 6M | +22.1% | -5.0% | +27.1% | +23.5% |
| YTD | -24.8% | -3.8% | -21.0% | -25.2% |
| 1Y | -39.2% | +25.9% | -65.1% | -45.5% |
| 3Y | +1.7% | +42.2% | -40.5% | -8.0% |
| All | +1.7% | +40.8% | -39.0% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling