-50.9%
OPEN vs XPO
+39.4%
-90.3%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -0.7% |
| 7D | -2.9% | -0.9% | -2.0% | -2.5% |
| 30D | -13.8% | -8.1% | -5.7% | -10.0% |
| 3M | -30.9% | -19.0% | -11.8% | -23.4% |
| 6M | -40.9% | -5.2% | -35.8% | -40.7% |
| YTD | -48.5% | +35.6% | -84.1% | -58.7% |
| 1Y | -50.9% | +41.1% | -92.0% | -63.0% |
| All | -50.9% | +39.4% | -90.3% | -63.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling