+80.3%
AEIS vs XPO
+39.1%
+41.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +5.0% |
| 7D | +2.3% | -5.7% | +7.9% | +4.9% |
| 30D | -14.8% | -12.8% | -2.0% | -9.4% |
| 3M | -15.6% | -20.0% | +4.4% | -7.6% |
| 6M | -8.7% | -6.0% | -2.7% | -6.0% |
| YTD | +37.3% | +34.0% | +3.3% | +31.1% |
| 1Y | +80.3% | +35.6% | +44.8% | +73.9% |
| All | +80.3% | +39.1% | +41.3% | +73.9% |
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