-83.6%
OPEN vs XPO
+271.9%
-355.6%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -1.0% | -1.5% |
| 7D | +1.0% | +2.7% | -1.7% | -0.9% |
| 30D | -11.9% | -6.2% | -5.7% | -8.2% |
| 3M | -28.8% | -15.4% | -13.4% | -21.1% |
| 6M | -38.6% | +0.7% | -39.3% | -40.2% |
| YTD | -47.3% | +39.8% | -87.2% | -60.2% |
| 1Y | -49.2% | +43.3% | -92.5% | -62.8% |
| 3Y | -18.8% | +166.0% | -184.8% | -67.9% |
| 5Y | -83.6% | +274.2% | -357.8% | -95.6% |
| All | -83.6% | +271.9% | -355.6% | -95.6% |
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