+22.9%
SBUX vs OWL
-38.6%
+61.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.6% |
| 7D | -5.5% | -10.1% | +4.6% | -4.8% |
| 30D | -8.5% | -11.9% | +3.5% | -7.7% |
| 3M | -2.9% | +10.7% | -13.6% | -3.5% |
| 6M | -1.5% | +22.1% | -23.7% | -3.6% |
| YTD | +19.4% | -24.8% | +44.2% | +25.5% |
| 1Y | +22.9% | -39.2% | +62.1% | +28.0% |
| All | +22.9% | -38.6% | +61.6% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling