+127.8%
AAPL vs XPO
+261.3%
-133.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.1% |
| 3M | +12.5% | -20.0% | +32.5% | +17.7% |
| 6M | +27.6% | -6.0% | +33.7% | +27.8% |
| YTD | +22.6% | +34.0% | -11.5% | +12.0% |
| 1Y | +45.0% | +35.6% | +9.4% | +31.2% |
| 3Y | +87.8% | +152.3% | -64.5% | +37.4% |
| All | +127.8% | +261.3% | -133.5% | +36.2% |
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