-32.8%
OPEN vs XPO
+128.6%
-161.4%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.0% |
| 7D | -31.1% | +0.5% | -31.6% | -31.2% |
| 30D | -34.7% | +4.7% | -39.4% | -36.4% |
| 3M | -61.9% | -7.1% | -54.8% | -60.5% |
| 6M | -71.9% | -6.3% | -65.6% | -71.4% |
| YTD | -76.6% | +39.1% | -115.6% | -81.0% |
| 1Y | -83.9% | +36.7% | -120.6% | -86.8% |
| All | -32.8% | +128.6% | -161.4% | -56.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling