+992.0%
ASX vs XPO
+1,410.5%
-418.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.1% | +6.6% | +4.5% |
| 7D | +11.1% | -0.9% | +12.0% | +11.3% |
| 30D | +9.6% | -8.1% | +17.7% | +12.4% |
| 3M | +18.6% | -19.0% | +37.7% | +26.5% |
| 6M | +92.1% | -5.2% | +97.3% | +94.8% |
| YTD | +158.5% | +35.6% | +122.9% | +133.4% |
| 1Y | +271.9% | +41.1% | +230.8% | +229.6% |
| 3Y | +465.2% | +157.9% | +307.3% | +297.6% |
| 5Y | +479.4% | +265.6% | +213.8% | +245.6% |
| 10Y | +992.0% | +1,516.8% | -524.8% | +362.1% |
| All | +992.0% | +1,410.5% | -418.5% | +362.1% |
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