+57.6%
HALO vs XPO
+0.1%
+57.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.2% | -0.3% |
| 7D | -2.1% | -0.9% | -1.1% | -1.9% |
| 30D | +4.6% | -8.1% | +12.7% | +6.2% |
| 3M | +50.2% | -19.0% | +69.3% | +54.9% |
| 6M | +57.6% | -5.2% | +62.8% | +54.2% |
| All | +57.6% | +0.1% | +57.5% | +54.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling