+103.2%
INTC vs XPO
+261.3%
-158.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | +7.5% | -5.7% | +13.1% | +9.5% |
| 30D | +2.0% | -12.8% | +14.8% | +6.9% |
| 3M | -12.0% | -20.0% | +8.0% | -5.2% |
| 6M | +114.5% | -6.0% | +120.6% | +119.2% |
| YTD | +179.0% | +34.0% | +144.9% | +153.6% |
| 1Y | +318.3% | +35.6% | +282.7% | +274.9% |
| 3Y | +171.2% | +152.3% | +18.9% | +92.9% |
| All | +103.2% | +261.3% | -158.0% | +13.9% |
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