+2.6%
AVTR vs XPO
+786.7%
-784.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.3% |
| 7D | -2.0% | -1.3% | -0.7% | -1.7% |
| 30D | +8.1% | -10.4% | +18.4% | +11.3% |
| 3M | +54.2% | -15.7% | +69.9% | +61.1% |
| 6M | +82.6% | -6.3% | +88.9% | +84.1% |
| YTD | +29.8% | +34.2% | -4.3% | +16.9% |
| 1Y | +18.0% | +39.9% | -21.9% | +4.4% |
| 3Y | -26.4% | +155.2% | -181.7% | -47.7% |
| 5Y | -64.8% | +264.7% | -329.5% | -78.8% |
| All | +2.6% | +786.7% | -784.1% | -52.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling