+92.4%
FOXA vs XPO
+960.3%
-867.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | +0.8% | -5.7% | +6.4% | +2.1% |
| 30D | +5.0% | -12.8% | +17.9% | +8.3% |
| 3M | -3.0% | -20.0% | +16.9% | +1.9% |
| 6M | +14.8% | -6.0% | +20.8% | +15.5% |
| YTD | -8.9% | +34.0% | -43.0% | -16.5% |
| 1Y | +13.3% | +35.6% | -22.2% | +3.0% |
| 3Y | +115.4% | +152.3% | -36.9% | +57.6% |
| 5Y | +95.3% | +264.4% | -169.1% | +21.4% |
| All | +92.4% | +960.3% | -867.9% | -26.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling