+911.5%
BE vs XPO
+461.5%
+450.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +4.5% | +2.9% | +5.5% |
| 7D | +20.0% | +2.4% | +17.6% | +18.7% |
| 30D | +7.9% | -3.5% | +11.4% | +9.5% |
| 3M | -13.2% | -11.9% | -1.3% | -9.1% |
| 6M | +53.5% | -10.0% | +63.4% | +58.9% |
| YTD | +191.0% | +42.1% | +148.9% | +146.5% |
| 1Y | +360.5% | +47.6% | +312.9% | +276.7% |
| 3Y | +1,568.0% | +153.6% | +1,414.4% | +878.1% |
| 5Y | +1,055.2% | +266.5% | +788.7% | +429.1% |
| All | +911.5% | +461.5% | +450.0% | +243.1% |
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