+5.1%
BB vs XPO
+10,316.6%
-10,311.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.5% | -4.5% | -0.7% |
| 7D | -5.6% | +2.4% | -8.0% | -6.0% |
| 30D | -11.8% | -3.5% | -8.3% | -11.3% |
| 3M | -25.5% | -11.9% | -13.6% | -24.1% |
| 6M | +121.3% | -10.0% | +131.2% | +124.3% |
| YTD | +103.2% | +42.1% | +61.1% | +90.9% |
| 1Y | +102.6% | +47.6% | +55.0% | +88.8% |
| 3Y | +37.5% | +153.6% | -116.1% | +15.4% |
| 5Y | -30.4% | +266.5% | -297.0% | -45.8% |
| 10Y | 0.0% | +1,460.4% | -1,460.4% | -34.5% |
| All | +5.1% | +10,316.6% | -10,311.5% | -38.0% |
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