-17.4%
HAL vs XPO
+1,236.5%
-1,253.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +2.6% | +6.9% | -4.2% | +0.1% |
| 30D | -0.1% | +4.1% | -4.2% | -1.8% |
| 3M | -1.1% | -9.7% | +8.6% | +2.0% |
| 6M | -20.7% | -3.8% | -16.9% | -20.7% |
| YTD | +17.5% | +38.8% | -21.2% | +0.6% |
| 1Y | +24.1% | +34.2% | -10.1% | +7.1% |
| 3Y | -8.4% | +126.9% | -135.3% | -40.0% |
| 5Y | +53.2% | +297.5% | -244.3% | -27.9% |
| All | -17.4% | +1,236.5% | -1,253.9% | -73.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling