+332.6%
EXPD vs XPO
+1,421.2%
-1,088.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.3% | -3.6% | +1.1% |
| 7D | -5.5% | -1.9% | -3.5% | -5.0% |
| 30D | -1.9% | +2.5% | -4.4% | -2.6% |
| 3M | +6.1% | -7.2% | +13.3% | +7.9% |
| 6M | +21.6% | -8.1% | +29.7% | +23.7% |
| YTD | +27.9% | +38.3% | -10.5% | +16.4% |
| 1Y | +39.4% | +33.6% | +5.8% | +27.7% |
| 3Y | +72.7% | +133.1% | -60.4% | +30.9% |
| 5Y | +60.3% | +308.9% | -248.6% | -0.8% |
| 10Y | +332.6% | +1,371.8% | -1,039.2% | +86.3% |
| All | +332.6% | +1,421.2% | -1,088.6% | +86.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling