+47.1%
EQT vs XPO
+1,516.3%
-1,469.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -2.0% | -5.7% | +3.7% | -1.0% |
| 30D | 0.0% | -12.8% | +12.8% | +2.3% |
| 3M | +5.9% | -20.0% | +25.9% | +9.8% |
| 6M | -14.8% | -6.0% | -8.7% | -14.6% |
| YTD | +1.8% | +34.0% | -32.3% | -5.3% |
| 1Y | +7.4% | +35.6% | -28.2% | -0.8% |
| 3Y | +33.6% | +152.3% | -118.7% | +4.9% |
| 5Y | +199.3% | +264.4% | -65.0% | +108.5% |
| All | +47.1% | +1,516.3% | -1,469.2% | -29.0% |
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 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