+892.4%
APP vs XPO
+122.0%
+770.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +0.3% | +9.6% | +9.8% |
| 7D | +71.2% | -6.7% | +77.9% | +73.5% |
| 30D | +39.1% | -1.9% | +41.0% | +38.6% |
| 3M | +16.5% | -9.9% | +26.4% | +18.8% |
| 6M | -16.6% | -16.4% | -0.2% | -13.3% |
| YTD | -41.9% | +30.2% | -72.1% | -48.5% |
| 1Y | -37.0% | +29.9% | -66.9% | -44.3% |
| 3Y | +892.4% | +122.6% | +769.8% | +493.4% |
| All | +892.4% | +122.0% | +770.4% | +493.4% |
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