+372.4%
HST vs XPO
+10,073.3%
-9,700.9%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -1.0% |
| 7D | +3.6% | +6.9% | -3.2% | +2.4% |
| 30D | +9.9% | +4.1% | +5.8% | +9.1% |
| 3M | +12.9% | -9.7% | +22.7% | +14.8% |
| 6M | +22.9% | -3.8% | +26.7% | +23.1% |
| YTD | +52.4% | +38.8% | +13.6% | +42.3% |
| 1Y | +52.5% | +34.2% | +18.3% | +43.2% |
| 3Y | +87.4% | +126.9% | -39.5% | +56.5% |
| 5Y | +82.9% | +297.5% | -214.6% | +35.0% |
| 10Y | +134.8% | +1,260.5% | -1,125.7% | +41.6% |
| All | +372.4% | +10,073.3% | -9,700.9% | +115.2% |
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