+2,764.7%
GILD vs XPO
+9,727.5%
-6,962.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.7% |
| 7D | -4.8% | -5.7% | +0.8% | -4.4% |
| 30D | +5.8% | -12.8% | +18.6% | +6.7% |
| 3M | +14.9% | -20.0% | +34.9% | +16.5% |
| 6M | -0.4% | -6.0% | +5.7% | -0.1% |
| YTD | +18.5% | +34.0% | -15.5% | +15.9% |
| 1Y | +25.1% | +35.6% | -10.4% | +22.0% |
| 3Y | +105.9% | +152.3% | -46.4% | +90.1% |
| 5Y | +143.0% | +264.4% | -121.4% | +115.5% |
| 10Y | +162.4% | +1,498.6% | -1,336.3% | +107.0% |
| All | +2,764.7% | +9,727.5% | -6,962.8% | +1,844.3% |
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 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