+41.1%
HPQ vs XPO
+257.8%
-216.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.3% |
| 7D | +3.5% | -1.3% | +4.8% | +3.8% |
| 30D | +13.7% | -10.4% | +24.0% | +16.9% |
| 3M | +33.9% | -15.7% | +49.5% | +39.7% |
| 6M | +80.9% | -6.3% | +87.2% | +82.4% |
| YTD | +52.6% | +34.2% | +18.4% | +37.5% |
| 1Y | +21.2% | +39.9% | -18.7% | +7.4% |
| 3Y | +26.9% | +155.2% | -128.4% | -9.8% |
| 5Y | +41.1% | +264.7% | -223.5% | -18.7% |
| All | +41.1% | +257.8% | -216.7% | -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