-26.4%
BA vs XPO
+306.2%
-332.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.3% | -0.6% |
| 7D | -1.1% | +9.0% | -10.1% | -3.4% |
| 30D | -7.1% | +4.2% | -11.3% | -8.4% |
| 3M | -25.5% | -8.7% | -16.9% | -24.0% |
| 6M | -28.7% | -2.8% | -26.0% | -28.9% |
| YTD | -21.0% | +41.9% | -62.9% | -30.1% |
| 1Y | -11.9% | +42.3% | -54.2% | -22.5% |
| 3Y | -16.2% | +127.3% | -143.4% | -41.0% |
| All | -26.4% | +306.2% | -332.6% | -61.7% |
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