+520.9%
BMY vs XPO
+10,316.6%
-9,795.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.5% | -6.4% | -2.1% |
| 7D | +0.4% | +2.4% | -2.0% | +0.2% |
| 30D | +5.0% | -3.5% | +8.6% | +5.2% |
| 3M | +19.4% | -11.9% | +31.3% | +20.1% |
| 6M | +9.5% | -10.0% | +19.5% | +10.0% |
| YTD | +28.1% | +42.1% | -14.0% | +25.4% |
| 1Y | +50.0% | +47.6% | +2.4% | +46.5% |
| 3Y | +24.1% | +153.6% | -129.5% | +16.8% |
| 5Y | +25.0% | +266.5% | -241.5% | +14.0% |
| 10Y | +68.7% | +1,460.4% | -1,391.8% | +41.8% |
| All | +520.9% | +10,316.6% | -9,795.7% | +389.6% |
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