+36.8%
HST vs XPO
+39.4%
-2.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +0.4% |
| 7D | -0.3% | -0.9% | +0.6% | -0.2% |
| 30D | -2.8% | -8.1% | +5.3% | -1.3% |
| 3M | -6.5% | -19.0% | +12.6% | -2.8% |
| 6M | +20.7% | -5.2% | +25.9% | +20.9% |
| YTD | +30.5% | +35.6% | -5.1% | +24.5% |
| 1Y | +36.8% | +41.1% | -4.3% | +30.6% |
| All | +36.8% | +39.4% | -2.7% | +30.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling