+50.8%
OVV vs XPO
+1,450.2%
-1,399.3%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.4% |
| 7D | -3.7% | +2.7% | -6.4% | -4.8% |
| 30D | +8.0% | -6.2% | +14.2% | +10.4% |
| 3M | +11.3% | -15.4% | +26.7% | +17.9% |
| 6M | +24.0% | +0.7% | +23.3% | +20.4% |
| YTD | +65.3% | +39.8% | +25.5% | +37.6% |
| 1Y | +60.2% | +43.3% | +16.9% | +30.1% |
| 3Y | +46.9% | +166.0% | -119.1% | -17.1% |
| 5Y | +158.7% | +274.2% | -115.4% | +13.3% |
| 10Y | +50.8% | +1,429.0% | -1,378.2% | -64.2% |
| All | +50.8% | +1,450.2% | -1,399.3% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling