-59.8%
FISV vs XPO
+151.2%
-211.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.7% |
| 7D | -7.2% | -1.3% | -5.9% | -7.0% |
| 30D | -7.2% | -10.4% | +3.2% | -5.9% |
| 3M | -8.2% | -15.7% | +7.5% | -6.2% |
| 6M | -17.7% | -6.3% | -11.4% | -17.3% |
| YTD | -27.2% | +34.2% | -61.3% | -30.4% |
| 1Y | -63.0% | +39.9% | -102.9% | -64.9% |
| All | -59.8% | +151.2% | -211.0% | -64.6% |
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