+333.0%
APP vs XPO
+265.7%
+67.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.5% | -2.3% | +0.4% |
| 7D | +0.9% | +2.4% | -1.5% | -0.2% |
| 30D | -23.3% | -3.5% | -19.7% | -22.2% |
| 3M | -42.6% | -11.9% | -30.7% | -40.0% |
| 6M | -33.6% | -10.0% | -23.6% | -32.1% |
| YTD | -52.4% | +42.1% | -94.5% | -60.4% |
| 1Y | -35.9% | +47.6% | -83.5% | -48.6% |
| 3Y | +642.2% | +153.6% | +488.6% | +313.6% |
| All | +333.0% | +265.7% | +67.2% | +75.9% |
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