+62.8%
EXPD vs XPO
+265.7%
-203.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.5% | -3.6% | -0.3% |
| 7D | -1.1% | +2.4% | -3.5% | -1.8% |
| 30D | +4.1% | -3.5% | +7.6% | +4.9% |
| 3M | +17.9% | -11.9% | +29.8% | +21.6% |
| 6M | +29.2% | -10.0% | +39.2% | +31.9% |
| YTD | +27.4% | +42.1% | -14.7% | +15.4% |
| 1Y | +56.8% | +47.6% | +9.2% | +40.0% |
| 3Y | +68.0% | +153.6% | -85.5% | +23.6% |
| All | +62.8% | +265.7% | -203.0% | -3.3% |
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