+314.6%
HAL vs XPO
+10,316.6%
-10,002.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -1.4% |
| 7D | +2.9% | +2.4% | +0.5% | +2.5% |
| 30D | +17.0% | -3.5% | +20.6% | +17.6% |
| 3M | -9.7% | -11.9% | +2.3% | -7.9% |
| 6M | +8.6% | -10.0% | +18.6% | +9.8% |
| YTD | +33.0% | +42.1% | -9.1% | +23.7% |
| 1Y | +68.3% | +47.6% | +20.7% | +54.8% |
| 3Y | +0.1% | +153.6% | -153.5% | -17.9% |
| 5Y | +102.6% | +266.5% | -163.9% | +51.6% |
| 10Y | +3.8% | +1,460.4% | -1,456.6% | -34.9% |
| All | +314.6% | +10,316.6% | -10,002.0% | +128.1% |
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 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