+89.6%
AXP vs XPO
+275.5%
-186.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | +0.6% | -6.7% | +7.2% | +2.6% |
| 30D | +5.8% | -1.9% | +7.7% | +6.3% |
| 3M | -6.0% | -9.9% | +3.9% | -3.6% |
| 6M | +0.3% | -16.4% | +16.7% | +4.6% |
| YTD | -12.3% | +30.2% | -42.5% | -21.3% |
| 1Y | -11.2% | +29.9% | -41.1% | -20.4% |
| 3Y | +117.0% | +122.6% | -5.6% | +56.6% |
| All | +89.6% | +275.5% | -186.0% | +8.7% |
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 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