+49.0%
OVV vs XPO
+129.7%
-80.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.3% | -6.3% | -1.4% |
| 7D | -10.7% | -1.9% | -8.8% | -10.4% |
| 30D | -5.3% | +2.5% | -7.8% | -6.0% |
| 3M | +2.4% | -7.2% | +9.6% | +3.7% |
| 6M | +5.7% | -8.1% | +13.7% | +6.7% |
| YTD | +56.8% | +38.3% | +18.4% | +39.1% |
| 1Y | +59.3% | +33.6% | +25.7% | +42.4% |
| 3Y | +49.0% | +133.1% | -84.1% | +15.0% |
| All | +49.0% | +129.7% | -80.7% | +15.0% |
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 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