+125.7%
ASX vs XPO
+33.1%
+92.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +6.3% | +2.4% | +6.0% |
| 7D | -12.3% | -1.9% | -10.4% | -11.2% |
| 30D | -26.0% | +2.5% | -28.5% | -26.5% |
| 3M | -8.1% | -7.2% | -0.9% | -5.2% |
| 6M | +1.4% | -8.1% | +9.4% | +5.2% |
| YTD | +115.6% | +38.3% | +77.2% | +103.9% |
| All | +125.7% | +33.1% | +92.5% | +115.1% |
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 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