+4,222.7%
ASX vs XPO
+10,316.6%
-6,093.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.3% | -0.5% |
| 7D | -0.7% | +2.4% | -3.1% | -1.1% |
| 30D | +2.0% | -3.5% | +5.5% | +2.5% |
| 3M | -1.3% | -11.9% | +10.6% | +0.6% |
| 6M | +71.4% | -10.0% | +81.4% | +74.1% |
| YTD | +135.3% | +42.1% | +93.2% | +122.9% |
| 1Y | +267.5% | +47.6% | +219.9% | +245.4% |
| 3Y | +388.5% | +153.6% | +234.9% | +318.9% |
| 5Y | +417.1% | +266.5% | +150.6% | +313.6% |
| 10Y | +872.7% | +1,460.4% | -587.7% | +561.9% |
| All | +4,222.7% | +10,316.6% | -6,093.9% | +2,462.2% |
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