+51.8%
AVAV vs XPO
+155.9%
-104.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.5% | -6.2% | -2.8% |
| 7D | -2.2% | +2.4% | -4.6% | -2.8% |
| 30D | -13.9% | -3.5% | -10.4% | -13.2% |
| 3M | -29.2% | -11.9% | -17.3% | -27.3% |
| 6M | -36.1% | -10.0% | -26.2% | -34.9% |
| YTD | -40.2% | +42.1% | -82.3% | -44.8% |
| 1Y | -36.2% | +47.6% | -83.8% | -41.9% |
| All | +51.8% | +155.9% | -104.1% | +28.9% |
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