+651.5%
ADI vs XPO
+1,516.3%
-864.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -5.7% | +10.2% | +6.5% |
| 30D | -1.2% | -12.8% | +11.6% | +3.2% |
| 3M | -7.8% | -20.0% | +12.2% | -1.2% |
| 6M | +19.3% | -6.0% | +25.4% | +21.0% |
| YTD | +40.9% | +34.0% | +6.9% | +26.3% |
| 1Y | +54.5% | +35.6% | +18.9% | +36.9% |
| 3Y | +123.4% | +152.3% | -28.9% | +53.6% |
| 5Y | +142.3% | +264.4% | -122.1% | +38.5% |
| All | +651.5% | +1,516.3% | -864.8% | +175.7% |
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