+771.5%
HAS vs XPO
+10,316.6%
-9,545.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -1.0% |
| 7D | -1.8% | +2.4% | -4.2% | -2.1% |
| 30D | +2.3% | -3.5% | +5.8% | +2.6% |
| 3M | +10.4% | -11.9% | +22.3% | +11.8% |
| 6M | -3.2% | -10.0% | +6.7% | -2.4% |
| YTD | +15.4% | +42.1% | -26.7% | +10.1% |
| 1Y | +18.8% | +47.6% | -28.8% | +12.5% |
| 3Y | +43.9% | +153.6% | -109.6% | +26.5% |
| 5Y | +13.9% | +266.5% | -252.6% | -5.8% |
| 10Y | +56.4% | +1,460.4% | -1,404.0% | +13.0% |
| All | +771.5% | +10,316.6% | -9,545.1% | +462.4% |
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