+668.1%
OUST vs XPO
+122.0%
+546.1%
-64.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | +0.3% | +13.7% | +13.9% |
| 7D | +17.0% | -6.7% | +23.7% | +20.7% |
| 30D | -16.5% | -1.9% | -14.6% | -16.1% |
| 3M | -23.7% | -9.9% | -13.8% | -20.1% |
| 6M | +18.4% | -16.4% | +34.7% | +28.1% |
| YTD | +60.8% | +30.2% | +30.6% | +43.3% |
| 1Y | +44.2% | +29.9% | +14.3% | +28.7% |
| 3Y | +668.1% | +122.6% | +545.5% | +323.3% |
| All | +668.1% | +122.0% | +546.1% | +323.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling