-5.8%
OSCR vs XPO
+338.3%
-344.2%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +1.6% | -5.7% | +7.3% | +3.4% |
| 30D | +10.7% | -12.8% | +23.5% | +15.2% |
| 3M | +13.4% | -20.0% | +33.3% | +20.7% |
| 6M | +144.6% | -6.0% | +150.6% | +146.7% |
| YTD | +128.0% | +34.0% | +94.0% | +103.2% |
| 1Y | +68.7% | +35.6% | +33.1% | +48.9% |
| 3Y | +398.8% | +152.3% | +246.5% | +219.5% |
| 5Y | +87.3% | +264.4% | -177.1% | -11.3% |
| All | -5.8% | +338.3% | -344.2% | -59.2% |
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