+91.5%
OSCR vs XPO
+261.3%
-169.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.6% | -5.7% | +7.3% | +3.5% |
| 30D | +10.7% | -12.8% | +23.5% | +15.3% |
| 3M | +13.4% | -20.0% | +33.3% | +21.0% |
| 6M | +144.6% | -6.0% | +150.6% | +146.7% |
| YTD | +128.0% | +34.0% | +94.0% | +102.3% |
| 1Y | +68.7% | +35.6% | +33.1% | +48.2% |
| 3Y | +398.8% | +152.3% | +246.5% | +211.4% |
| All | +91.5% | +261.3% | -169.7% | -13.0% |
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