+166.1%
APA vs XPO
+271.9%
-105.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +2.2% |
| 7D | -1.7% | +2.7% | -4.4% | -2.4% |
| 30D | +15.7% | -6.2% | +21.9% | +17.3% |
| 3M | +16.5% | -15.4% | +31.9% | +20.7% |
| 6M | +35.1% | +0.7% | +34.4% | +32.1% |
| YTD | +82.2% | +39.8% | +42.4% | +60.9% |
| 1Y | +102.5% | +43.3% | +59.2% | +75.9% |
| 3Y | +10.3% | +166.0% | -155.7% | -23.2% |
| 5Y | +166.1% | +274.2% | -108.0% | +67.4% |
| All | +166.1% | +271.9% | -105.8% | +67.4% |
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 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