+72.2%
EQX vs XPO
+261.3%
-189.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -3.2% | -5.7% | +2.5% | -2.4% |
| 30D | +7.8% | -12.8% | +20.6% | +9.8% |
| 3M | +21.3% | -20.0% | +41.3% | +25.0% |
| 6M | -22.4% | -6.0% | -16.4% | -22.0% |
| YTD | -11.3% | +34.0% | -45.4% | -15.3% |
| 1Y | +13.5% | +35.6% | -22.0% | +8.0% |
| 3Y | +162.1% | +152.3% | +9.8% | +111.3% |
| All | +72.2% | +261.3% | -189.0% | +7.1% |
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 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