+756.0%
BA vs XPO
+10,316.6%
-9,560.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.7% | +0.1% |
| 7D | +1.2% | +2.4% | -1.2% | +0.7% |
| 30D | -11.6% | -3.5% | -8.1% | -11.2% |
| 3M | -2.4% | -11.9% | +9.6% | -0.6% |
| 6M | -6.6% | -10.0% | +3.3% | -5.6% |
| YTD | -2.2% | +42.1% | -44.3% | -8.7% |
| 1Y | -8.0% | +47.6% | -55.6% | -15.3% |
| 3Y | -5.0% | +153.6% | -158.6% | -22.0% |
| 5Y | -2.7% | +266.5% | -269.2% | -26.7% |
| 10Y | +75.9% | +1,460.4% | -1,384.6% | +11.9% |
| All | +756.0% | +10,316.6% | -9,560.6% | +366.9% |
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