+5.9%
GEN vs XPO
+53.4%
-47.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +4.5% | -6.7% | -2.6% |
| 7D | -1.2% | +2.4% | -3.6% | -1.4% |
| 30D | +10.1% | -3.5% | +13.7% | +10.5% |
| 3M | +16.1% | -11.9% | +28.0% | +17.4% |
| 6M | +38.9% | -10.0% | +48.8% | +39.6% |
| YTD | +14.4% | +42.1% | -27.6% | +7.7% |
| 1Y | +5.9% | +47.6% | -41.7% | -1.1% |
| All | +5.9% | +53.4% | -47.6% | -1.1% |
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