+438.4%
D vs XPO
+10,316.6%
-9,878.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.5% | -4.9% | -0.6% |
| 7D | +1.5% | +2.4% | -1.0% | +1.3% |
| 30D | -2.6% | -3.5% | +1.0% | -2.5% |
| 3M | 0.0% | -11.9% | +11.9% | +0.5% |
| 6M | +7.4% | -10.0% | +17.3% | +7.6% |
| YTD | +15.9% | +42.1% | -26.2% | +13.9% |
| 1Y | +18.1% | +47.6% | -29.5% | +15.8% |
| 3Y | +58.4% | +153.6% | -95.2% | +50.5% |
| 5Y | +5.2% | +266.5% | -261.3% | -2.5% |
| 10Y | +35.9% | +1,460.4% | -1,424.6% | +18.6% |
| All | +438.4% | +10,316.6% | -9,878.2% | +350.1% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling