+406.2%
ASX vs XPO
+165.6%
+240.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -1.2% |
| 7D | -0.7% | +2.4% | -3.1% | -1.6% |
| 30D | +2.0% | -3.5% | +5.5% | +3.1% |
| 3M | -1.3% | -11.9% | +10.6% | +2.7% |
| 6M | +71.4% | -10.0% | +81.4% | +76.5% |
| YTD | +135.3% | +42.1% | +93.2% | +110.9% |
| 1Y | +267.5% | +47.6% | +219.9% | +223.8% |
| All | +406.2% | +165.6% | +240.7% | +292.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling