+1,501.5%
INTU vs XPO
+10,073.3%
-8,571.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | -4.1% | +6.9% | -11.0% | -4.9% |
| 30D | +12.8% | +4.1% | +8.7% | +12.3% |
| 3M | +2.1% | -9.7% | +11.8% | +3.2% |
| 6M | -11.5% | -3.8% | -7.7% | -11.3% |
| YTD | -47.9% | +38.8% | -86.7% | -50.5% |
| 1Y | -47.7% | +34.2% | -81.9% | -50.1% |
| 3Y | -34.0% | +126.9% | -160.9% | -41.8% |
| 5Y | -43.5% | +297.5% | -341.0% | -54.1% |
| 10Y | +231.1% | +1,260.5% | -1,029.4% | +141.8% |
| All | +1,501.5% | +10,073.3% | -8,571.8% | +997.1% |
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