+332.6%
OKLO vs XYL
-15.4%
+348.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.4% |
| 7D | +7.7% | +0.8% | +6.9% | +7.4% |
| 30D | -4.3% | -10.8% | +6.5% | -0.6% |
| 3M | -24.6% | -2.5% | -22.1% | -24.7% |
| 6M | -31.1% | -12.2% | -18.9% | -28.5% |
| YTD | -40.7% | -20.1% | -20.6% | -36.8% |
| 1Y | -42.4% | -20.6% | -21.8% | -38.1% |
| 3Y | +310.9% | +17.3% | +293.6% | +326.9% |
| 5Y | +332.6% | -14.5% | +347.1% | +354.2% |
| All | +332.6% | -15.4% | +348.1% | +354.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 5y: compounded portfolio wealth divided by compounded XYL 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…
5y analysis · Full analysis span regression · 6 months rolling