+159.1%
BB vs XPO
+128.1%
+31.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | +9.0% | +6.9% | +2.1% | +7.1% |
| 30D | +7.7% | +4.1% | +3.6% | +6.4% |
| 3M | +4.0% | -9.7% | +13.7% | +6.6% |
| 6M | +46.6% | -3.8% | +50.4% | +47.4% |
| YTD | +140.6% | +38.8% | +101.9% | +119.3% |
| 1Y | +103.1% | +34.2% | +68.9% | +86.4% |
| All | +159.1% | +128.1% | +31.0% | +96.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling