+2.6%
HAL vs XPO
+1,516.3%
-1,513.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -3.3% | -5.7% | +2.3% | -1.3% |
| 30D | +8.2% | -12.8% | +21.0% | +13.4% |
| 3M | -9.4% | -20.0% | +10.5% | -2.4% |
| 6M | +0.6% | -6.0% | +6.7% | +1.1% |
| YTD | +28.6% | +34.0% | -5.5% | +11.8% |
| 1Y | +63.9% | +35.6% | +28.3% | +40.1% |
| 3Y | -7.1% | +152.3% | -159.4% | -42.2% |
| 5Y | +102.3% | +264.4% | -162.0% | -1.1% |
| All | +2.6% | +1,516.3% | -1,513.7% | -71.1% |
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 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