+17.2%
APA vs XPO
+153.8%
-136.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.1% | +6.0% | +3.6% |
| 7D | +0.3% | -0.9% | +1.2% | +0.4% |
| 30D | +9.3% | -8.1% | +17.4% | +10.9% |
| 3M | +23.3% | -19.0% | +42.4% | +28.2% |
| 6M | +39.5% | -5.2% | +44.7% | +38.5% |
| YTD | +87.6% | +35.6% | +52.0% | +68.2% |
| 1Y | +114.2% | +41.1% | +73.1% | +88.2% |
| All | +17.2% | +153.8% | -136.6% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling