+8.9%
GE vs XPO
+38.8%
-29.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.6% | +4.4% | +3.1% |
| 7D | +9.4% | +3.5% | +5.9% | +8.5% |
| 30D | +7.5% | +2.8% | +4.7% | +6.8% |
| 3M | -12.5% | -7.5% | -5.1% | -11.1% |
| 6M | +17.8% | -5.9% | +23.7% | +18.5% |
| YTD | +7.4% | +38.4% | -31.0% | +4.9% |
| 1Y | +8.9% | +33.7% | -24.8% | +5.8% |
| All | +8.9% | +38.8% | -29.9% | +5.8% |
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 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