+195.6%
EQT vs XPO
+261.6%
-66.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.8% |
| 7D | -1.2% | -1.3% | +0.2% | -1.0% |
| 30D | +1.1% | -10.4% | +11.4% | +2.7% |
| 3M | +4.8% | -15.7% | +20.5% | +7.3% |
| 6M | -10.6% | -6.3% | -4.2% | -10.4% |
| YTD | +3.4% | +34.2% | -30.7% | -3.5% |
| 1Y | +8.7% | +39.9% | -31.3% | +0.1% |
| 3Y | +35.0% | +155.2% | -120.3% | +4.8% |
| All | +195.6% | +261.6% | -66.0% | +97.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling