+1.3%
BBY vs XPO
+261.3%
-260.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +0.6% | -5.7% | +6.2% | +2.3% |
| 30D | +9.4% | -12.8% | +22.2% | +13.7% |
| 3M | +19.3% | -20.0% | +39.3% | +27.0% |
| 6M | +47.9% | -6.0% | +54.0% | +49.1% |
| YTD | +39.6% | +34.0% | +5.5% | +24.9% |
| 1Y | +22.2% | +35.6% | -13.4% | +8.3% |
| 3Y | +45.0% | +152.3% | -107.3% | +0.7% |
| All | +1.3% | +261.3% | -260.0% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling