+72.6%
BB vs XPO
+159.4%
-86.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.6% |
| 7D | +0.5% | +2.7% | -2.2% | -0.3% |
| 30D | -12.4% | -6.2% | -6.2% | -10.9% |
| 3M | -15.3% | -15.4% | +0.1% | -11.7% |
| 6M | +128.8% | +0.7% | +128.0% | +127.3% |
| YTD | +107.7% | +39.8% | +67.8% | +88.1% |
| 1Y | +103.9% | +43.3% | +60.6% | +82.7% |
| 3Y | +72.6% | +166.0% | -93.5% | +18.8% |
| All | +72.6% | +159.4% | -86.8% | +18.8% |
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