+249.2%
ASX vs XPO
+45.2%
+203.9%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.6% | +7.7% | +6.7% |
| 7D | +6.3% | +2.7% | +3.6% | +5.1% |
| 30D | +6.4% | -6.2% | +12.6% | +9.2% |
| 3M | +13.1% | -15.4% | +28.5% | +20.5% |
| 6M | +90.3% | +0.7% | +89.5% | +90.4% |
| YTD | +149.6% | +39.8% | +109.8% | +126.9% |
| 1Y | +249.2% | +43.3% | +205.9% | +212.5% |
| All | +249.2% | +45.2% | +203.9% | +212.5% |
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 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