+751.4%
BNY vs XPO
+9,736.1%
-8,984.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.1% | +0.2% |
| 7D | -1.1% | -1.3% | +0.3% | -0.9% |
| 30D | +1.4% | -10.4% | +11.8% | +2.9% |
| 3M | +16.8% | -15.7% | +32.5% | +19.3% |
| 6M | +42.0% | -6.3% | +48.3% | +42.7% |
| YTD | +41.9% | +34.2% | +7.8% | +35.4% |
| 1Y | +59.2% | +39.9% | +19.2% | +50.5% |
| 3Y | +290.9% | +155.2% | +135.7% | +233.2% |
| 5Y | +259.0% | +264.7% | -5.6% | +185.0% |
| 10Y | +413.0% | +1,500.1% | -1,087.0% | +236.1% |
| All | +751.4% | +9,736.1% | -8,984.7% | +369.5% |
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