-55.7%
ALHC vs XPO
+351.0%
-406.7%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.1% | +5.4% | +5.5% |
| 7D | +3.8% | -1.5% | +5.3% | +4.0% |
| 30D | +1.7% | +2.6% | -0.9% | +1.1% |
| 3M | -44.3% | -6.1% | -38.2% | -43.9% |
| 6M | -57.2% | -8.0% | -49.3% | -57.0% |
| YTD | -61.2% | +38.5% | -99.6% | -64.0% |
| 1Y | -53.2% | +35.0% | -88.2% | -56.5% |
| 3Y | +27.8% | +126.5% | -98.6% | +0.1% |
| 5Y | -65.4% | +315.4% | -380.8% | -79.2% |
| All | -55.7% | +351.0% | -406.7% | -71.9% |
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 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