+12.8%
SBUX vs OWL
+3.8%
+9.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.2% | +1.3% | -1.3% |
| 7D | -6.3% | -6.4% | +0.1% | -5.0% |
| 30D | -3.9% | -5.0% | +1.1% | -3.1% |
| 3M | +3.3% | +15.4% | -12.1% | -0.2% |
| 6M | +1.4% | +15.5% | -14.0% | -2.8% |
| YTD | +21.0% | -22.7% | +43.6% | +27.9% |
| 1Y | +22.4% | -34.1% | +56.5% | +34.1% |
| All | +12.8% | +3.8% | +9.0% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling