+71.4%
BTI vs XPO
+1,516.3%
-1,444.9%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | -5.7% | +5.5% | +0.4% |
| 30D | -1.1% | -12.8% | +11.7% | +0.3% |
| 3M | -8.8% | -20.0% | +11.2% | -6.7% |
| 6M | -4.0% | -6.0% | +2.1% | -3.7% |
| YTD | +0.4% | +34.0% | -33.7% | -3.3% |
| 1Y | +1.9% | +35.6% | -33.6% | -2.2% |
| 3Y | +108.5% | +152.3% | -43.8% | +79.9% |
| 5Y | +118.5% | +264.4% | -145.8% | +74.1% |
| All | +71.4% | +1,516.3% | -1,444.9% | +20.3% |
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