-38.3%
BAX vs XPO
+1,517.7%
-1,556.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.7% |
| 7D | -5.4% | -1.3% | -4.1% | -5.2% |
| 30D | -12.4% | -10.4% | -2.0% | -10.9% |
| 3M | +19.1% | -15.7% | +34.8% | +22.2% |
| 6M | +38.6% | -6.3% | +45.0% | +39.6% |
| YTD | +26.7% | +34.2% | -7.5% | +20.8% |
| 1Y | +1.0% | +39.9% | -38.9% | -4.8% |
| 3Y | -33.9% | +155.2% | -189.1% | -44.1% |
| 5Y | -67.0% | +264.7% | -331.7% | -74.3% |
| All | -38.3% | +1,517.7% | -1,556.1% | -62.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling