+46.6%
ASML vs XPO
+33.1%
+13.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.3% | -0.1% | +3.7% |
| 7D | -0.8% | -1.9% | +1.1% | 0.0% |
| 30D | -14.9% | +2.5% | -17.4% | -15.8% |
| 3M | -13.0% | -7.2% | -5.8% | -10.6% |
| 6M | -4.7% | -8.1% | +3.4% | -1.8% |
| YTD | +42.3% | +38.3% | +4.0% | +32.6% |
| All | +46.6% | +33.1% | +13.5% | +37.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling