+71.5%
EXPD vs XPO
+122.0%
-50.5%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.5% | -2.3% |
| 7D | -7.2% | -6.7% | -0.5% | -5.6% |
| 30D | -3.3% | -1.9% | -1.4% | -2.8% |
| 3M | +3.4% | -9.9% | +13.3% | +5.8% |
| 6M | +22.7% | -16.4% | +39.1% | +27.6% |
| YTD | +24.5% | +30.2% | -5.7% | +16.8% |
| 1Y | +38.6% | +29.9% | +8.8% | +29.9% |
| 3Y | +71.5% | +122.6% | -51.1% | +45.5% |
| All | +71.5% | +122.0% | -50.5% | +45.5% |
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