+222.0%
IOVA vs XPO
+38.7%
+183.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.2% | -0.5% | +1.8% |
| 7D | -3.5% | +9.0% | -12.4% | -3.2% |
| 30D | -45.4% | +4.2% | -49.6% | -45.2% |
| 3M | +19.0% | -8.7% | +27.7% | +18.6% |
| 6M | +112.0% | -2.8% | +114.8% | +111.3% |
| YTD | +184.2% | +41.9% | +142.4% | +170.1% |
| 1Y | +222.0% | +42.3% | +179.7% | +202.0% |
| All | +222.0% | +38.7% | +183.3% | +202.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling