+382.0%
BEN vs XPO
+10,073.3%
-9,691.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | +11.3% | +6.9% | +4.5% | +10.2% |
| 30D | +15.0% | +4.1% | +10.9% | +14.2% |
| 3M | +7.8% | -9.7% | +17.6% | +9.5% |
| 6M | +15.5% | -3.8% | +19.3% | +15.8% |
| YTD | +55.4% | +38.8% | +16.6% | +46.2% |
| 1Y | +63.3% | +34.2% | +29.0% | +54.3% |
| 3Y | +83.4% | +126.9% | -43.5% | +56.2% |
| 5Y | +28.1% | +297.5% | -269.4% | -2.2% |
| 10Y | +59.1% | +1,260.5% | -1,201.4% | +2.9% |
| All | +382.0% | +10,073.3% | -9,691.3% | +158.3% |
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