+49.9%
XLE vs OWL
-28.0%
+77.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.1% | -7.8% | -4.5% |
| 7D | -7.2% | +10.1% | -17.3% | -6.6% |
| 30D | +0.1% | +18.7% | -18.6% | +1.2% |
| 3M | +9.2% | -6.2% | +15.4% | +9.2% |
| 6M | +8.4% | +9.8% | -1.4% | +9.1% |
| YTD | +44.9% | -24.2% | +69.1% | +50.4% |
| 1Y | +49.9% | -26.6% | +76.4% | +55.7% |
| All | +49.9% | -28.0% | +77.9% | +55.7% |
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