+1,291.0%
ADI vs XPO
+10,152.6%
-8,861.6%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.8% | +0.5% |
| 7D | +2.4% | +2.7% | -0.2% | +2.0% |
| 30D | -6.6% | -6.2% | -0.4% | -5.7% |
| 3M | -9.8% | -15.4% | +5.6% | -7.6% |
| 6M | +15.7% | +0.7% | +14.9% | +15.3% |
| YTD | +35.1% | +39.8% | -4.7% | +28.2% |
| 1Y | +47.7% | +43.3% | +4.4% | +39.2% |
| 3Y | +114.5% | +166.0% | -51.6% | +83.1% |
| 5Y | +141.2% | +274.2% | -132.9% | +92.8% |
| 10Y | +611.3% | +1,429.0% | -817.7% | +391.6% |
| All | +1,291.0% | +10,152.6% | -8,861.6% | +757.2% |
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 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