+1,003.0%
BE vs XPO
+429.7%
+573.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.8% | +6.7% |
| 7D | +9.0% | -5.7% | +14.7% | +11.6% |
| 30D | +16.3% | -12.8% | +29.1% | +22.9% |
| 3M | +10.8% | -20.0% | +30.8% | +20.5% |
| 6M | +73.2% | -6.0% | +79.2% | +75.3% |
| YTD | +217.4% | +34.0% | +183.3% | +175.1% |
| 1Y | +309.8% | +35.6% | +274.2% | +247.2% |
| 3Y | +1,726.2% | +152.3% | +1,573.9% | +969.1% |
| 5Y | +1,306.2% | +264.4% | +1,041.8% | +545.0% |
| All | +1,003.0% | +429.7% | +573.3% | +283.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling