+292.2%
RCL vs OWL
-21.6%
+313.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -1.2% | +1.5% | -2.7% | -2.0% |
| 30D | +17.8% | +13.4% | +4.4% | +10.2% |
| 3M | +4.9% | -21.2% | +26.2% | +17.8% |
| 6M | +23.7% | +4.0% | +19.7% | +18.4% |
| YTD | +17.8% | -29.0% | +46.8% | +35.9% |
| 1Y | +28.9% | -28.4% | +57.3% | +46.8% |
| 3Y | +241.9% | -14.5% | +256.4% | +226.8% |
| All | +292.2% | -21.6% | +313.8% | +284.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling