+90,710.4%
AAPL vs XPO
+9,839.2%
+80,871.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.1% |
| 7D | -3.0% | -0.9% | -2.0% | -2.9% |
| 30D | +2.3% | -8.1% | +10.4% | +3.2% |
| 3M | +8.6% | -19.0% | +27.7% | +11.2% |
| 6M | +21.6% | -5.2% | +26.7% | +21.7% |
| YTD | +16.3% | +35.6% | -19.3% | +11.0% |
| 1Y | +35.1% | +41.1% | -6.0% | +27.9% |
| 3Y | +79.4% | +157.9% | -78.5% | +55.0% |
| 5Y | +109.8% | +265.6% | -155.8% | +70.3% |
| 10Y | +1,237.1% | +1,516.8% | -279.7% | +822.5% |
| All | +90,710.4% | +9,839.2% | +80,871.2% | +50,880.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling