+949.2%
ATI vs XPO
+306.2%
+643.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.2% | -6.0% | -4.4% |
| 7D | +4.2% | +9.0% | -4.8% | +1.4% |
| 30D | -2.5% | +4.2% | -6.7% | -3.9% |
| 3M | -19.4% | -8.7% | -10.8% | -17.3% |
| 6M | +11.1% | -2.8% | +13.8% | +11.3% |
| YTD | +59.5% | +41.9% | +17.7% | +42.2% |
| 1Y | +85.8% | +42.3% | +43.4% | +65.1% |
| 3Y | +311.9% | +127.3% | +184.6% | +208.0% |
| All | +949.2% | +306.2% | +643.0% | +501.2% |
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 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