+1,644.6%
ASML vs XPO
+1,453.5%
+191.1%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.5% | -0.3% | +2.5% |
| 7D | +1.1% | +2.4% | -1.3% | +0.2% |
| 30D | +2.2% | -3.5% | +5.7% | +3.5% |
| 3M | -2.3% | -11.9% | +9.6% | +2.2% |
| 6M | +23.0% | -10.0% | +32.9% | +27.2% |
| YTD | +61.1% | +42.1% | +19.0% | +40.4% |
| 1Y | +129.1% | +47.6% | +81.5% | +94.6% |
| 3Y | +165.4% | +153.6% | +11.8% | +74.4% |
| 5Y | +109.5% | +266.5% | -157.1% | +12.6% |
| All | +1,644.6% | +1,453.5% | +191.1% | +571.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling