+258.5%
BN vs XPO
+1,516.3%
-1,257.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -5.2% | -5.7% | +0.5% | -3.5% |
| 30D | -14.5% | -12.8% | -1.7% | -10.9% |
| 3M | -15.0% | -20.0% | +5.0% | -9.5% |
| 6M | -5.4% | -6.0% | +0.6% | -4.4% |
| YTD | -16.4% | +34.0% | -50.5% | -24.9% |
| 1Y | -16.2% | +35.6% | -51.8% | -25.5% |
| 3Y | +67.5% | +152.3% | -84.8% | +18.3% |
| 5Y | +34.1% | +264.4% | -230.2% | -19.7% |
| All | +258.5% | +1,516.3% | -1,257.8% | +56.3% |
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 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