+25.0%
FLEX vs XPO
+38.8%
-13.8%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -1.6% | -10.7% | -11.5% |
| 7D | -17.0% | +3.5% | -20.5% | -18.4% |
| 30D | -33.8% | +2.8% | -36.7% | -35.0% |
| 3M | -39.0% | -7.5% | -31.6% | -36.6% |
| 6M | -15.9% | -5.9% | -10.0% | -12.7% |
| YTD | +27.8% | +38.4% | -10.5% | +17.9% |
| 1Y | +25.0% | +33.7% | -8.7% | +16.6% |
| All | +25.0% | +38.8% | -13.8% | +16.6% |
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 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