+115.0%
OVV vs XPO
+10,316.6%
-10,201.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.5% | -6.2% | -2.6% |
| 7D | +0.3% | +2.4% | -2.1% | -0.3% |
| 30D | +11.7% | -3.5% | +15.3% | +12.3% |
| 3M | +9.8% | -11.9% | +21.7% | +12.1% |
| 6M | +26.6% | -10.0% | +36.5% | +27.7% |
| YTD | +67.0% | +42.1% | +24.9% | +53.3% |
| 1Y | +55.9% | +47.6% | +8.3% | +41.2% |
| 3Y | +45.5% | +153.6% | -108.1% | +15.7% |
| 5Y | +157.3% | +266.5% | -109.2% | +85.0% |
| 10Y | +65.0% | +1,460.4% | -1,395.4% | -0.2% |
| All | +115.0% | +10,316.6% | -10,201.6% | +14.9% |
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