+45.0%
BRKR vs XPO
+25.9%
+19.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -6.2% | -2.8% | -7.3% |
| 7D | -6.4% | -3.6% | -2.8% | -5.5% |
| 30D | -4.0% | -3.8% | -0.2% | -3.1% |
| 3M | +10.7% | -11.8% | +22.6% | +14.8% |
| 6M | +53.0% | -15.0% | +68.0% | +59.7% |
| YTD | +23.6% | +29.9% | -6.2% | +10.2% |
| 1Y | +45.0% | +27.6% | +17.5% | +30.0% |
| All | +45.0% | +25.9% | +19.1% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling