+162.1%
EQX vs XPO
+151.0%
+11.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -3.2% | -5.7% | +2.5% | -2.8% |
| 30D | +7.8% | -12.8% | +20.6% | +8.8% |
| 3M | +21.3% | -20.0% | +41.3% | +23.3% |
| 6M | -22.4% | -6.0% | -16.4% | -22.2% |
| YTD | -11.3% | +34.0% | -45.4% | -12.3% |
| 1Y | +13.5% | +35.6% | -22.0% | +12.1% |
| 3Y | +162.1% | +152.3% | +9.8% | +140.5% |
| All | +162.1% | +151.0% | +11.2% | +140.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling