+144.4%
ADI vs XPO
+133.2%
+11.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -3.5% |
| 7D | +9.5% | +9.0% | +0.5% | +6.5% |
| 30D | -1.4% | +4.2% | -5.6% | -2.6% |
| 3M | +4.7% | -8.7% | +13.4% | +7.7% |
| 6M | -7.4% | -2.8% | -4.7% | -7.1% |
| YTD | +48.1% | +41.9% | +6.2% | +30.7% |
| 1Y | +69.6% | +42.3% | +27.3% | +49.3% |
| 3Y | +144.4% | +127.3% | +17.1% | +84.2% |
| All | +144.4% | +133.2% | +11.1% | +84.2% |
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 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