+60.2%
OVV vs XPO
+45.2%
+14.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -1.0% |
| 7D | -3.7% | +2.7% | -6.4% | -3.8% |
| 30D | +8.0% | -6.2% | +14.2% | +8.1% |
| 3M | +11.3% | -15.4% | +26.7% | +11.9% |
| 6M | +24.0% | +0.7% | +23.3% | +22.7% |
| YTD | +65.3% | +39.8% | +25.5% | +59.4% |
| 1Y | +60.2% | +43.3% | +16.9% | +55.6% |
| All | +60.2% | +45.2% | +14.9% | +55.6% |
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