+84.2%
HST vs XPO
+311.4%
-227.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +6.4% | -1.0% | +3.4% |
| 7D | +0.6% | -1.5% | +2.1% | +1.1% |
| 30D | +14.5% | +2.6% | +11.9% | +13.6% |
| 3M | +15.4% | -6.1% | +21.5% | +17.2% |
| 6M | +22.0% | -8.0% | +30.0% | +23.9% |
| YTD | +54.9% | +38.5% | +16.4% | +37.6% |
| 1Y | +54.0% | +35.0% | +19.0% | +37.6% |
| 3Y | +90.4% | +126.5% | -36.0% | +36.4% |
| 5Y | +84.2% | +315.4% | -231.2% | -1.0% |
| All | +84.2% | +311.4% | -227.1% | -1.0% |
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