+707.7%
BE vs XPO
+448.4%
+259.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.2% | -3.4% | -3.5% |
| 7D | +20.5% | +6.9% | +13.7% | +17.5% |
| 30D | -23.4% | +4.1% | -27.5% | -24.3% |
| 3M | -14.9% | -9.7% | -5.1% | -11.0% |
| 6M | -28.1% | -3.8% | -24.3% | -27.3% |
| YTD | +132.4% | +38.8% | +93.6% | +99.2% |
| 1Y | +59.4% | +34.2% | +25.1% | +37.9% |
| 3Y | +1,815.8% | +126.9% | +1,688.9% | +1,096.7% |
| 5Y | +491.3% | +297.5% | +193.8% | +163.4% |
| All | +707.7% | +448.4% | +259.4% | +177.3% |
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