+152.0%
GE vs XPO
+1,266.4%
-1,114.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -2.0% | -0.4% |
| 7D | +2.7% | +9.0% | -6.3% | +0.1% |
| 30D | +8.1% | +4.2% | +3.9% | +6.7% |
| 3M | -7.9% | -8.7% | +0.8% | -5.7% |
| 6M | +12.9% | -2.8% | +15.7% | +12.8% |
| YTD | +8.2% | +41.9% | -33.7% | -3.9% |
| 1Y | +9.7% | +42.3% | -32.7% | -3.1% |
| 3Y | +266.1% | +127.3% | +138.8% | +165.3% |
| 5Y | +407.4% | +306.4% | +101.0% | +188.3% |
| All | +152.0% | +1,266.4% | -1,114.4% | +4.3% |
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