+84.5%
AAPL vs XPO
+151.2%
-66.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.7% |
| 7D | -0.5% | -1.3% | +0.8% | -0.3% |
| 30D | +7.1% | -10.4% | +17.5% | +9.0% |
| 3M | +12.1% | -15.7% | +27.8% | +15.0% |
| 6M | +25.4% | -6.3% | +31.8% | +25.5% |
| YTD | +20.5% | +34.2% | -13.7% | +11.8% |
| 1Y | +44.5% | +39.9% | +4.6% | +32.2% |
| All | +84.5% | +151.2% | -66.7% | +49.9% |
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