+7.2%
CCL vs XPO
+10,316.6%
-10,309.3%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.5% | -4.4% | -0.8% |
| 7D | -5.0% | +2.4% | -7.5% | -5.6% |
| 30D | -20.3% | -3.5% | -16.8% | -19.8% |
| 3M | -15.1% | -11.9% | -3.2% | -13.0% |
| 6M | -15.1% | -10.0% | -5.1% | -13.3% |
| YTD | -21.8% | +42.1% | -63.9% | -27.5% |
| 1Y | -24.8% | +47.6% | -72.4% | -31.1% |
| 3Y | +51.9% | +153.6% | -101.7% | +23.1% |
| 5Y | +4.0% | +266.5% | -262.5% | -22.5% |
| 10Y | -42.2% | +1,460.4% | -1,502.7% | -63.1% |
| All | +7.2% | +10,316.6% | -10,309.3% | -40.0% |
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 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