+599.3%
BA vs XPO
+9,445.4%
-8,846.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.3% | +0.5% |
| 7D | +1.1% | -6.7% | +7.7% | +2.2% |
| 30D | -7.9% | -1.9% | -6.0% | -7.8% |
| 3M | -25.3% | -9.9% | -15.4% | -24.2% |
| 6M | -24.6% | -16.4% | -8.2% | -22.7% |
| YTD | -20.1% | +30.2% | -50.3% | -24.5% |
| 1Y | -11.8% | +29.9% | -41.6% | -16.8% |
| 3Y | -10.1% | +122.6% | -132.8% | -24.5% |
| 5Y | -22.7% | +278.9% | -301.6% | -42.0% |
| 10Y | +35.1% | +1,375.3% | -1,340.2% | -13.1% |
| All | +599.3% | +9,445.4% | -8,846.1% | +286.4% |
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