+29.4%
B vs XPO
+38.8%
-9.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.6% | +9.9% | +8.6% |
| 7D | +1.1% | +3.5% | -2.4% | +0.3% |
| 30D | +0.3% | +2.8% | -2.5% | -0.4% |
| 3M | +5.4% | -7.5% | +12.9% | +7.1% |
| 6M | +5.5% | -5.9% | +11.5% | +6.4% |
| YTD | -6.3% | +38.4% | -44.7% | -15.6% |
| 1Y | +29.4% | +33.7% | -4.3% | +17.5% |
| All | +29.4% | +38.8% | -9.4% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling