-3.7%
FISV vs XPO
+38.8%
-42.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.9% | +6.4% |
| 7D | +29.6% | +3.5% | +26.1% | +29.0% |
| 30D | +34.5% | +2.8% | +31.6% | +33.9% |
| 3M | +11.2% | -7.5% | +18.7% | +12.3% |
| 6M | -1.2% | -5.9% | +4.7% | -0.5% |
| YTD | -7.6% | +38.4% | -46.0% | -13.4% |
| 1Y | -3.7% | +33.7% | -37.4% | -9.4% |
| All | -3.7% | +38.8% | -42.5% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling