+3,545.1%
ASX vs XPO
+9,445.4%
-5,900.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.3% | +6.2% | +6.4% |
| 7D | -19.9% | -6.7% | -13.3% | -18.9% |
| 30D | -30.9% | -1.9% | -29.0% | -30.6% |
| 3M | -15.1% | -9.9% | -5.2% | -13.7% |
| 6M | -6.5% | -16.4% | +9.9% | -3.8% |
| YTD | +98.4% | +30.2% | +68.2% | +90.5% |
| 1Y | +107.9% | +29.9% | +78.0% | +99.4% |
| 3Y | +325.3% | +122.6% | +202.6% | +272.8% |
| 5Y | +447.3% | +278.9% | +168.4% | +337.9% |
| 10Y | +763.2% | +1,375.3% | -612.1% | +494.2% |
| All | +3,545.1% | +9,445.4% | -5,900.3% | +2,090.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling