+182.5%
AXON vs XPO
+277.9%
-95.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.5% | -8.7% | -5.5% |
| 7D | -14.2% | +2.4% | -16.6% | -14.8% |
| 30D | -15.4% | -3.5% | -11.9% | -14.6% |
| 3M | +0.5% | -11.9% | +12.4% | +3.6% |
| 6M | -9.5% | -10.0% | +0.5% | -7.8% |
| YTD | -9.2% | +42.1% | -51.3% | -20.4% |
| 1Y | -29.4% | +47.6% | -77.0% | -39.2% |
| 3Y | +139.4% | +153.6% | -14.2% | +60.3% |
| All | +182.5% | +277.9% | -95.4% | +44.0% |
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