+1,846.0%
AXON vs XPO
+1,410.5%
+435.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.2% |
| 7D | -3.3% | -0.9% | -2.4% | -3.2% |
| 30D | -17.8% | -8.1% | -9.7% | -15.9% |
| 3M | +8.3% | -19.0% | +27.3% | +14.7% |
| 6M | -12.4% | -5.2% | -7.2% | -11.8% |
| YTD | -13.7% | +35.6% | -49.3% | -23.2% |
| 1Y | -33.1% | +41.1% | -74.2% | -41.6% |
| 3Y | +128.2% | +157.9% | -29.7% | +55.3% |
| 5Y | +170.5% | +265.6% | -95.1% | +54.3% |
| 10Y | +1,846.0% | +1,516.8% | +329.2% | +530.4% |
| All | +1,846.0% | +1,410.5% | +435.5% | +530.4% |
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