+887.9%
APP vs XPO
+133.2%
+754.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.2% | +1.7% | +3.3% |
| 7D | +4.6% | +9.0% | -4.4% | +2.3% |
| 30D | +56.0% | +4.2% | +51.9% | +53.4% |
| 3M | +30.8% | -8.7% | +39.5% | +33.5% |
| 6M | -9.8% | -2.8% | -7.0% | -10.1% |
| YTD | -39.3% | +41.9% | -81.2% | -47.2% |
| 1Y | -26.4% | +42.3% | -68.8% | -36.4% |
| 3Y | +887.9% | +127.3% | +760.7% | +516.8% |
| All | +887.9% | +133.2% | +754.7% | +516.8% |
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