+1,278.0%
AAPL vs XPO
+1,516.3%
-238.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | +3.8% | -5.7% | +9.5% | +5.2% |
| 30D | +9.9% | -12.8% | +22.7% | +13.2% |
| 3M | +12.5% | -20.0% | +32.5% | +17.7% |
| 6M | +27.6% | -6.0% | +33.7% | +28.0% |
| YTD | +22.6% | +34.0% | -11.5% | +12.3% |
| 1Y | +45.0% | +35.6% | +9.4% | +31.6% |
| 3Y | +87.8% | +152.3% | -64.5% | +40.2% |
| 5Y | +128.7% | +264.4% | -135.7% | +47.8% |
| All | +1,278.0% | +1,516.3% | -238.3% | +589.3% |
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