+1,014.1%
EVRG vs XPO
+10,152.6%
-9,138.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.4% | +0.9% |
| 7D | +0.9% | +2.7% | -1.8% | +0.7% |
| 30D | -0.5% | -6.2% | +5.6% | -0.3% |
| 3M | +1.5% | -15.4% | +16.9% | +2.3% |
| 6M | +1.2% | +0.7% | +0.4% | +0.9% |
| YTD | +16.3% | +39.8% | -23.5% | +14.0% |
| 1Y | +20.3% | +43.3% | -23.1% | +17.5% |
| 3Y | +72.3% | +166.0% | -93.7% | +61.2% |
| 5Y | +46.7% | +274.2% | -227.5% | +33.0% |
| 10Y | +113.8% | +1,429.0% | -1,315.2% | +79.9% |
| All | +1,014.1% | +10,152.6% | -9,138.5% | +779.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling