+415.3%
ASX vs XPO
+275.5%
+139.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.3% |
| 7D | -19.9% | -6.7% | -13.3% | -17.5% |
| 30D | -30.9% | -1.9% | -29.0% | -30.3% |
| 3M | -15.1% | -9.9% | -5.2% | -11.9% |
| 6M | -6.5% | -16.4% | +9.9% | -0.4% |
| YTD | +98.4% | +30.2% | +68.2% | +79.4% |
| 1Y | +107.9% | +29.9% | +78.0% | +87.2% |
| 3Y | +325.3% | +122.6% | +202.6% | +196.9% |
| All | +415.3% | +275.5% | +139.8% | +160.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling