+407.0%
FISV vs XPO
+9,839.2%
-9,432.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.3% | -4.0% |
| 7D | -6.4% | -0.9% | -5.5% | -6.3% |
| 30D | -6.8% | -8.1% | +1.3% | -6.0% |
| 3M | -10.0% | -19.0% | +9.1% | -8.0% |
| 6M | -20.6% | -5.2% | -15.4% | -20.4% |
| YTD | -27.6% | +35.6% | -63.1% | -30.4% |
| 1Y | -64.3% | +41.1% | -105.4% | -66.0% |
| 3Y | -60.0% | +157.9% | -217.9% | -64.9% |
| 5Y | -57.7% | +265.6% | -323.3% | -65.0% |
| 10Y | -3.0% | +1,516.8% | -1,519.8% | -30.1% |
| All | +407.0% | +9,839.2% | -9,432.1% | +223.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling