+36.3%
HBAN vs XPO
+261.3%
-225.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.0% | -5.7% | +4.7% | +0.7% |
| 30D | -5.6% | -12.8% | +7.2% | -1.8% |
| 3M | -1.1% | -20.0% | +18.8% | +5.2% |
| 6M | +9.9% | -6.0% | +15.9% | +11.0% |
| YTD | -0.9% | +34.0% | -35.0% | -10.6% |
| 1Y | -1.4% | +35.6% | -36.9% | -11.9% |
| 3Y | +78.2% | +152.3% | -74.1% | +27.9% |
| All | +36.3% | +261.3% | -225.0% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling