+1,141.2%
BR vs XPO
+10,229.7%
-9,088.5%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -2.3% |
| 7D | -5.9% | +2.7% | -8.6% | -6.3% |
| 30D | +1.9% | -6.2% | +8.1% | +2.7% |
| 3M | +14.7% | -15.4% | +30.1% | +17.0% |
| 6M | -12.8% | +0.7% | -13.5% | -13.4% |
| YTD | -23.0% | +39.8% | -62.9% | -27.4% |
| 1Y | -31.7% | +43.3% | -75.0% | -36.0% |
| 3Y | -4.8% | +166.0% | -170.8% | -20.3% |
| 5Y | +7.8% | +274.2% | -266.3% | -16.3% |
| 10Y | +184.1% | +1,429.0% | -1,245.0% | +81.8% |
| All | +1,141.2% | +10,229.7% | -9,088.5% | +537.4% |
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