-7.2%
RXO price history and return analytics
+105.9%
-113.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.5% |
| 7D | -5.7% | -1.1% | -4.6% | -4.0% |
| 30D | -14.2% | -1.0% | -13.2% | -12.7% |
| 3M | -31.6% | +3.2% | -34.8% | -35.0% |
| 6M | +53.3% | +12.5% | +40.9% | +25.5% |
| YTD | +54.2% | +14.1% | +40.1% | +24.3% |
| 1Y | +13.6% | +18.9% | -5.3% | -13.3% |
| 3Y | +8.8% | +74.1% | -65.3% | -48.7% |
| All | -7.2% | +105.9% | -113.1% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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