+1,424.2%
ADI vs XPO
+10,300.9%
-8,876.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -3.1% |
| 7D | +9.5% | +9.0% | +0.5% | +8.1% |
| 30D | -1.4% | +4.2% | -5.6% | -1.9% |
| 3M | +4.7% | -8.7% | +13.4% | +6.1% |
| 6M | -7.4% | -2.8% | -4.7% | -7.2% |
| YTD | +48.1% | +41.9% | +6.2% | +40.2% |
| 1Y | +69.6% | +42.3% | +27.3% | +60.4% |
| 3Y | +144.4% | +127.3% | +17.1% | +113.6% |
| 5Y | +134.1% | +306.4% | -172.3% | +85.4% |
| 10Y | +632.8% | +1,290.9% | -658.2% | +409.2% |
| All | +1,424.2% | +10,300.9% | -8,876.8% | +837.5% |
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