+145.9%
GLDM vs XPO
+265.7%
-119.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.5% | -5.4% | -1.0% |
| 7D | -0.5% | +2.4% | -2.9% | -0.6% |
| 30D | +4.4% | -3.5% | +7.9% | +4.5% |
| 3M | -1.1% | -11.9% | +10.9% | -0.8% |
| 6M | -13.7% | -10.0% | -3.7% | -13.6% |
| YTD | +2.8% | +42.1% | -39.3% | +2.5% |
| 1Y | +24.8% | +47.6% | -22.7% | +24.5% |
| 3Y | +127.8% | +153.6% | -25.8% | +125.7% |
| All | +145.9% | +265.7% | -119.8% | +136.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling