+6.4%
OXY vs XPO
+1,516.3%
-1,509.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | -5.7% | +8.5% | +4.6% |
| 30D | +5.5% | -12.8% | +18.3% | +9.6% |
| 3M | +11.3% | -20.0% | +31.3% | +18.4% |
| 6M | +11.6% | -6.0% | +17.6% | +11.4% |
| YTD | +51.6% | +34.0% | +17.5% | +33.6% |
| 1Y | +36.2% | +35.6% | +0.7% | +18.6% |
| 3Y | +1.7% | +152.3% | -150.6% | -33.7% |
| 5Y | +164.5% | +264.4% | -99.9% | +38.7% |
| All | +6.4% | +1,516.3% | -1,509.9% | -62.6% |
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 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