-70.8%
OPEN vs XPO
+601.0%
-671.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.5% | -3.9% | -2.2% |
| 7D | -4.3% | +2.4% | -6.7% | -5.8% |
| 30D | -16.2% | -3.5% | -12.7% | -14.4% |
| 3M | -36.4% | -11.9% | -24.4% | -31.8% |
| 6M | -35.5% | -10.0% | -25.5% | -32.4% |
| YTD | -46.0% | +42.1% | -88.0% | -58.6% |
| 1Y | -47.1% | +47.6% | -94.7% | -61.1% |
| 3Y | -19.0% | +153.6% | -172.6% | -62.8% |
| 5Y | -83.6% | +266.5% | -350.1% | -95.1% |
| All | -70.8% | +601.0% | -671.8% | -92.7% |
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