+7.4%
EQT vs XPO
+39.1%
-31.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -2.0% | -5.7% | +3.7% | -2.0% |
| 30D | 0.0% | -12.8% | +12.8% | +0.1% |
| 3M | +5.9% | -20.0% | +25.9% | +6.1% |
| 6M | -14.8% | -6.0% | -8.7% | -15.0% |
| YTD | +1.8% | +34.0% | -32.3% | +0.1% |
| 1Y | +7.4% | +35.6% | -28.2% | +5.5% |
| All | +7.4% | +39.1% | -31.7% | +5.5% |
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