+51.8%
XOP vs OWL
-36.7%
+88.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.1% |
| 7D | +1.6% | -11.9% | +13.5% | +1.2% |
| 30D | +9.6% | -13.7% | +23.3% | +9.1% |
| 3M | +16.9% | +12.3% | +4.7% | +17.0% |
| 6M | +24.0% | +15.0% | +9.0% | +24.2% |
| YTD | +56.2% | -25.7% | +81.9% | +62.3% |
| 1Y | +51.8% | -39.5% | +91.3% | +56.6% |
| All | +51.8% | -36.7% | +88.5% | +56.6% |
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