+83.2%
APA vs XPO
+311.4%
-228.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.3% |
| 7D | -5.5% | -1.5% | -4.0% | -5.2% |
| 30D | -1.2% | +2.6% | -3.7% | -2.0% |
| 3M | +10.6% | -6.1% | +16.7% | +11.7% |
| 6M | +28.4% | -8.0% | +36.4% | +29.5% |
| YTD | +89.7% | +38.5% | +51.3% | +67.9% |
| 1Y | +90.6% | +35.0% | +55.6% | +69.4% |
| 3Y | +36.9% | +126.5% | -89.6% | +1.0% |
| 5Y | +83.2% | +315.4% | -232.2% | +4.7% |
| All | +83.2% | +311.4% | -228.1% | +4.7% |
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