+105.1%
OSCR vs XPO
+38.8%
+66.3%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.6% | +10.2% | +8.9% |
| 7D | +15.5% | +3.5% | +11.9% | +14.5% |
| 30D | +8.5% | +2.8% | +5.7% | +7.9% |
| 3M | +15.8% | -7.5% | +23.3% | +17.7% |
| 6M | +89.5% | -5.9% | +95.4% | +90.8% |
| YTD | +144.9% | +38.4% | +106.5% | +108.9% |
| 1Y | +105.1% | +33.7% | +71.4% | +76.1% |
| All | +105.1% | +38.8% | +66.3% | +76.1% |
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