-25.1%
ALHC vs XPO
+271.9%
-297.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | -0.3% |
| 7D | -1.0% | +2.7% | -3.6% | -1.4% |
| 30D | -6.3% | -6.2% | -0.2% | -5.4% |
| 3M | -12.3% | -15.4% | +3.1% | -10.2% |
| 6M | -27.0% | +0.7% | -27.8% | -27.9% |
| YTD | -31.8% | +39.8% | -71.7% | -37.0% |
| 1Y | -17.0% | +43.3% | -60.3% | -24.0% |
| 3Y | +159.8% | +166.0% | -6.2% | +93.4% |
| 5Y | -25.1% | +274.2% | -299.3% | -56.2% |
| All | -25.1% | +271.9% | -297.1% | -56.2% |
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 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