+308.1%
HUBS vs XPO
+1,516.3%
-1,208.2%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -9.0% | -5.7% | -3.3% | -7.0% |
| 30D | +7.2% | -12.8% | +20.0% | +12.4% |
| 3M | +20.9% | -20.0% | +40.8% | +30.1% |
| 6M | -13.0% | -6.0% | -7.0% | -12.7% |
| YTD | -43.8% | +34.0% | -77.9% | -51.9% |
| 1Y | -54.6% | +35.6% | -90.2% | -61.6% |
| 3Y | -58.5% | +152.3% | -210.7% | -74.1% |
| 5Y | -66.4% | +264.4% | -330.8% | -82.9% |
| All | +308.1% | +1,516.3% | -1,208.2% | +17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling