+204.0%
B vs XPO
+10,052.8%
-9,848.8%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.1% | -6.2% | -6.1% |
| 7D | +7.1% | -1.5% | +8.7% | +7.2% |
| 30D | -3.3% | +2.6% | -5.9% | -3.4% |
| 3M | -2.5% | -6.1% | +3.6% | -2.4% |
| 6M | -7.2% | -8.0% | +0.7% | -7.0% |
| YTD | -7.4% | +38.5% | -45.8% | -8.4% |
| 1Y | +16.4% | +35.0% | -18.6% | +15.2% |
| 3Y | +178.7% | +126.5% | +52.3% | +169.7% |
| 5Y | +121.7% | +315.4% | -193.7% | +109.0% |
| 10Y | +208.6% | +1,272.1% | -1,063.5% | +178.2% |
| All | +204.0% | +10,052.8% | -9,848.8% | +163.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling