+0.5%
OWL vs XPO
+151.2%
-150.7%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -2.9% | -3.6% |
| 7D | -11.9% | -1.3% | -10.6% | -11.5% |
| 30D | -13.7% | -10.4% | -3.4% | -10.8% |
| 3M | +12.3% | -15.7% | +27.9% | +18.0% |
| 6M | +15.0% | -6.3% | +21.4% | +15.9% |
| YTD | -25.7% | +34.2% | -59.9% | -35.0% |
| 1Y | -39.5% | +39.9% | -79.4% | -48.2% |
| All | +0.5% | +151.2% | -150.7% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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