+79.3%
ADI vs XPO
+38.8%
+40.5%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.7% |
| 7D | -5.1% | +3.5% | -8.6% | -6.2% |
| 30D | -3.1% | +2.8% | -5.9% | -4.0% |
| 3M | +7.1% | -7.5% | +14.6% | +9.6% |
| 6M | +2.9% | -5.9% | +8.9% | +4.4% |
| YTD | +51.1% | +38.4% | +12.8% | +35.8% |
| 1Y | +79.3% | +33.7% | +45.6% | +62.6% |
| All | +79.3% | +38.8% | +40.5% | +62.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling