-3.5%
APA vs XPO
+1,534.7%
-1,538.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +4.1% |
| 7D | +0.3% | -0.9% | +1.2% | +0.5% |
| 30D | +9.3% | -8.1% | +17.4% | +12.2% |
| 3M | +23.3% | -19.0% | +42.4% | +31.7% |
| 6M | +39.5% | -5.2% | +44.7% | +38.3% |
| YTD | +87.6% | +35.6% | +52.0% | +60.3% |
| 1Y | +114.2% | +41.1% | +73.1% | +77.9% |
| 3Y | +13.6% | +157.9% | -144.3% | -30.9% |
| 5Y | +175.6% | +265.6% | -90.0% | +33.7% |
| All | -3.5% | +1,534.7% | -1,538.1% | -70.7% |
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 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