-87.4%
OPEN vs XPO
+586.1%
-673.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +3.9% |
| 7D | -31.1% | +0.5% | -31.6% | -31.3% |
| 30D | -34.7% | +4.7% | -39.4% | -36.8% |
| 3M | -61.9% | -7.1% | -54.8% | -60.3% |
| 6M | -71.9% | -6.3% | -65.6% | -71.3% |
| YTD | -76.6% | +39.1% | -115.6% | -81.9% |
| 1Y | -83.9% | +36.7% | -120.6% | -87.4% |
| 3Y | -34.4% | +127.4% | -161.8% | -67.2% |
| 5Y | -93.9% | +315.0% | -408.9% | -98.3% |
| All | -87.4% | +586.1% | -673.5% | -96.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling