-16.5%
AVTR vs XPO
+133.2%
-149.7%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.1% |
| 7D | +0.5% | +9.0% | -8.5% | -1.9% |
| 30D | -1.0% | +4.2% | -5.2% | -2.3% |
| 3M | +12.2% | -8.7% | +20.9% | +14.7% |
| 6M | +97.5% | -2.8% | +100.2% | +97.3% |
| YTD | +35.6% | +41.9% | -6.3% | +19.4% |
| 1Y | +32.8% | +42.3% | -9.5% | +16.7% |
| 3Y | -16.5% | +127.3% | -143.8% | -33.7% |
| All | -16.5% | +133.2% | -149.7% | -33.7% |
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