+147.9%
OXY vs XPO
+261.3%
-113.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +2.8% | -5.7% | +8.5% | +3.8% |
| 30D | +5.5% | -12.8% | +18.3% | +7.6% |
| 3M | +11.3% | -20.0% | +31.3% | +15.0% |
| 6M | +11.6% | -6.0% | +17.6% | +11.5% |
| YTD | +51.6% | +34.0% | +17.5% | +41.1% |
| 1Y | +36.2% | +35.6% | +0.7% | +26.0% |
| 3Y | +1.7% | +152.3% | -150.6% | -19.0% |
| All | +147.9% | +261.3% | -113.4% | +81.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling