+191.5%
BAH vs XPO
+1,410.5%
-1,219.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.5% |
| 7D | -1.3% | -0.9% | -0.4% | -1.2% |
| 30D | -6.6% | -8.1% | +1.5% | -5.6% |
| 3M | -7.2% | -19.0% | +11.9% | -4.7% |
| 6M | -10.0% | -5.2% | -4.8% | -9.7% |
| YTD | -12.5% | +35.6% | -48.0% | -16.6% |
| 1Y | -27.9% | +41.1% | -69.0% | -31.9% |
| 3Y | -31.4% | +157.9% | -189.3% | -41.6% |
| 5Y | -3.2% | +265.6% | -268.9% | -23.9% |
| 10Y | +191.5% | +1,516.8% | -1,325.4% | +72.5% |
| All | +191.5% | +1,410.5% | -1,219.0% | +72.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling