+238.0%
ONTO vs XPO
+265.7%
-27.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.5% | +1.7% | +3.7% |
| 7D | -1.0% | +2.4% | -3.4% | -2.3% |
| 30D | -2.9% | -3.5% | +0.6% | -0.4% |
| 3M | -2.5% | -11.9% | +9.5% | +5.1% |
| 6M | +28.2% | -10.0% | +38.2% | +36.3% |
| YTD | +69.8% | +42.1% | +27.7% | +41.8% |
| 1Y | +162.9% | +47.6% | +115.3% | +113.4% |
| 3Y | +95.9% | +153.6% | -57.6% | +14.2% |
| All | +238.0% | +265.7% | -27.7% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling