+325.3%
ASX vs XPO
+122.0%
+203.3%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.3% |
| 7D | -19.9% | -6.7% | -13.3% | -17.6% |
| 30D | -30.9% | -1.9% | -29.0% | -30.3% |
| 3M | -15.1% | -9.9% | -5.2% | -12.0% |
| 6M | -6.5% | -16.4% | +9.9% | -0.7% |
| YTD | +98.4% | +30.2% | +68.2% | +82.2% |
| 1Y | +107.9% | +29.9% | +78.0% | +90.3% |
| 3Y | +325.3% | +122.6% | +202.6% | +225.2% |
| All | +325.3% | +122.0% | +203.3% | +225.2% |
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