+1.2%
OXY vs XPO
+151.2%
-150.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.4% |
| 7D | +1.4% | -1.3% | +2.7% | +1.5% |
| 30D | +4.0% | -10.4% | +14.4% | +5.4% |
| 3M | +7.6% | -15.7% | +23.3% | +9.7% |
| 6M | +16.2% | -6.3% | +22.5% | +16.0% |
| YTD | +50.8% | +34.2% | +16.7% | +41.0% |
| 1Y | +34.7% | +39.9% | -5.3% | +24.5% |
| All | +1.2% | +151.2% | -150.0% | -14.4% |
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 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