+36.2%
OXY vs XPO
+39.1%
-2.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | -5.7% | +8.5% | +2.8% |
| 30D | +5.5% | -12.8% | +18.3% | +5.3% |
| 3M | +11.3% | -20.0% | +31.3% | +11.2% |
| 6M | +11.6% | -6.0% | +17.6% | +11.1% |
| YTD | +51.6% | +34.0% | +17.5% | +44.9% |
| 1Y | +36.2% | +35.6% | +0.7% | +30.4% |
| All | +36.2% | +39.1% | -2.8% | +30.4% |
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