+297.1%
HL vs XPO
+10,152.6%
-9,855.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -0.8% |
| 7D | +7.1% | +2.7% | +4.4% | +6.6% |
| 30D | +21.4% | -6.2% | +27.6% | +22.4% |
| 3M | +37.4% | -15.4% | +52.8% | +40.5% |
| 6M | +0.4% | +0.7% | -0.3% | 0.0% |
| YTD | +6.7% | +39.8% | -33.2% | +1.5% |
| 1Y | +102.4% | +43.3% | +59.0% | +91.6% |
| 3Y | +417.4% | +166.0% | +251.4% | +339.0% |
| 5Y | +243.3% | +274.2% | -30.8% | +171.5% |
| 10Y | +242.6% | +1,429.0% | -1,186.5% | +127.8% |
| All | +297.1% | +10,152.6% | -9,855.5% | +119.6% |
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