+842.6%
ASX vs XPO
+1,421.2%
-578.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.3% | +2.4% | +6.6% |
| 7D | -12.3% | -1.9% | -10.4% | -11.3% |
| 30D | -26.0% | +2.5% | -28.5% | -26.5% |
| 3M | -8.1% | -7.2% | -0.9% | -5.9% |
| 6M | +1.4% | -8.1% | +9.4% | +4.1% |
| YTD | +115.6% | +38.3% | +77.2% | +93.6% |
| 1Y | +128.0% | +33.6% | +94.5% | +106.4% |
| 3Y | +371.4% | +133.1% | +238.3% | +244.5% |
| 5Y | +469.4% | +308.9% | +160.5% | +229.8% |
| 10Y | +842.6% | +1,371.8% | -529.1% | +346.5% |
| All | +842.6% | +1,421.2% | -578.5% | +346.5% |
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