+288.7%
GE vs XPO
+10,073.3%
-9,784.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | +5.1% | +6.9% | -1.7% | +4.1% |
| 30D | +7.6% | +4.1% | +3.4% | +6.9% |
| 3M | -9.3% | -9.7% | +0.4% | -8.1% |
| 6M | +11.5% | -3.8% | +15.3% | +11.8% |
| YTD | +7.9% | +38.8% | -30.9% | +2.4% |
| 1Y | +7.6% | +34.2% | -26.6% | +2.5% |
| 3Y | +265.9% | +126.9% | +138.9% | +218.2% |
| 5Y | +405.9% | +297.5% | +108.4% | +300.1% |
| 10Y | +149.6% | +1,260.5% | -1,110.9% | +72.1% |
| All | +288.7% | +10,073.3% | -9,784.6% | +125.6% |
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 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