+406.7%
BNY vs XPO
+1,516.3%
-1,109.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -1.3% | -5.7% | +4.3% | 0.0% |
| 30D | -0.2% | -12.8% | +12.6% | +2.9% |
| 3M | +14.9% | -20.0% | +34.9% | +20.6% |
| 6M | +40.0% | -6.0% | +46.0% | +40.9% |
| YTD | +42.0% | +34.0% | +7.9% | +30.8% |
| 1Y | +56.9% | +35.6% | +21.3% | +43.2% |
| 3Y | +289.9% | +152.3% | +137.6% | +190.9% |
| 5Y | +259.2% | +264.4% | -5.2% | +131.9% |
| All | +406.7% | +1,516.3% | -1,109.6% | +119.2% |
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