+60.1%
EXPD vs XPO
+306.2%
-246.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.7% | -1.0% |
| 7D | +5.5% | +9.0% | -3.4% | +3.1% |
| 30D | -0.8% | +4.2% | -5.0% | -1.9% |
| 3M | +4.1% | -8.7% | +12.8% | +6.4% |
| 6M | +25.7% | -2.8% | +28.4% | +26.0% |
| YTD | +31.4% | +41.9% | -10.5% | +18.8% |
| 1Y | +42.2% | +42.3% | -0.1% | +28.1% |
| 3Y | +77.2% | +127.3% | -50.1% | +34.2% |
| All | +60.1% | +306.2% | -246.1% | -7.3% |
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 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