+198.7%
B vs XPO
+159.4%
+39.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.3% |
| 7D | +2.3% | +2.7% | -0.4% | +2.1% |
| 30D | +1.4% | -6.2% | +7.5% | +1.8% |
| 3M | +12.2% | -15.4% | +27.6% | +13.4% |
| 6M | -2.1% | +0.7% | -2.9% | -2.2% |
| YTD | +2.9% | +39.8% | -36.9% | +1.6% |
| 1Y | +55.3% | +43.3% | +12.0% | +53.1% |
| 3Y | +198.7% | +166.0% | +32.6% | +192.5% |
| All | +198.7% | +159.4% | +39.3% | +192.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling