-74.2%
OPEN vs XPO
+561.3%
-635.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -11.4% | -5.7% | -5.8% | -8.0% |
| 30D | -20.1% | -12.8% | -7.2% | -12.8% |
| 3M | -37.6% | -20.0% | -17.6% | -28.5% |
| 6M | -47.1% | -6.0% | -41.0% | -45.9% |
| YTD | -52.1% | +34.0% | -86.2% | -61.9% |
| 1Y | -73.5% | +35.6% | -109.0% | -79.5% |
| 3Y | -24.4% | +152.3% | -176.7% | -65.3% |
| 5Y | -85.1% | +264.4% | -349.5% | -95.4% |
| All | -74.2% | +561.3% | -635.5% | -93.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling