-62.2%
ALHC vs XPO
+275.5%
-337.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | +1.0% | -6.7% | +7.6% | +2.1% |
| 30D | -14.2% | -1.9% | -12.3% | -14.0% |
| 3M | -45.1% | -9.9% | -35.3% | -44.3% |
| 6M | -59.5% | -16.4% | -43.2% | -58.7% |
| YTD | -62.8% | +30.2% | -93.0% | -65.3% |
| 1Y | -55.5% | +29.9% | -85.4% | -58.5% |
| 3Y | +25.7% | +122.6% | -96.9% | -3.4% |
| All | -62.2% | +275.5% | -337.7% | -77.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling