+464.9%
AXP vs XPO
+1,450.2%
-985.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.5% |
| 7D | +0.6% | +2.7% | -2.1% | -0.3% |
| 30D | -4.3% | -6.2% | +1.8% | -2.5% |
| 3M | +4.7% | -15.4% | +20.1% | +9.8% |
| 6M | +9.0% | +0.7% | +8.2% | +7.1% |
| YTD | -11.1% | +39.8% | -51.0% | -22.5% |
| 1Y | +1.3% | +43.3% | -42.0% | -13.2% |
| 3Y | +114.5% | +166.0% | -51.6% | +41.0% |
| 5Y | +118.0% | +274.2% | -156.1% | +19.2% |
| 10Y | +464.9% | +1,429.0% | -964.1% | +88.5% |
| All | +464.9% | +1,450.2% | -985.3% | +88.5% |
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