+53.6%
BEN vs XPO
+1,266.4%
-1,212.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.2% |
| 7D | +6.8% | +9.0% | -2.2% | +4.0% |
| 30D | +18.0% | +4.2% | +13.8% | +16.4% |
| 3M | +7.5% | -8.7% | +16.1% | +10.2% |
| 6M | +14.7% | -2.8% | +17.5% | +14.7% |
| YTD | +56.1% | +41.9% | +14.2% | +37.1% |
| 1Y | +69.6% | +42.3% | +27.3% | +48.5% |
| 3Y | +87.7% | +127.3% | -39.6% | +33.6% |
| 5Y | +28.6% | +306.4% | -277.7% | -29.0% |
| All | +53.6% | +1,266.4% | -1,212.8% | -44.0% |
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