-57.5%
ALHC vs XPO
+362.0%
-419.5%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.2% |
| 7D | +0.3% | +9.0% | -8.7% | -1.2% |
| 30D | -10.6% | +4.2% | -14.7% | -11.3% |
| 3M | -45.3% | -8.7% | -36.7% | -44.6% |
| 6M | -59.7% | -2.8% | -57.0% | -59.9% |
| YTD | -62.7% | +41.9% | -104.6% | -65.6% |
| 1Y | -56.1% | +42.3% | -98.4% | -59.6% |
| 3Y | +21.3% | +127.3% | -106.0% | -4.9% |
| 5Y | -66.0% | +306.4% | -372.4% | -79.6% |
| All | -57.5% | +362.0% | -419.5% | -73.2% |
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 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