+15.7%
GEHC vs XPO
+38.8%
-23.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.6% | +8.0% | +6.7% |
| 7D | +13.2% | +3.5% | +9.7% | +12.3% |
| 30D | +30.6% | +2.8% | +27.8% | +29.6% |
| 3M | +22.2% | -7.5% | +29.7% | +24.0% |
| 6M | +40.8% | -5.9% | +46.8% | +41.8% |
| YTD | +4.8% | +38.4% | -33.5% | -5.6% |
| 1Y | +15.7% | +33.7% | -18.0% | +5.0% |
| All | +15.7% | +38.8% | -23.1% | +5.0% |
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