+103.5%
IOVA vs XPO
+132.3%
-28.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -8.5% | -1.5% | -7.0% | -7.9% |
| 30D | -44.7% | +2.6% | -47.3% | -45.3% |
| 3M | +26.2% | -6.1% | +32.4% | +28.2% |
| 6M | +123.2% | -8.0% | +131.2% | +125.1% |
| YTD | +196.0% | +38.5% | +157.5% | +143.7% |
| 1Y | +240.9% | +35.0% | +205.9% | +183.0% |
| 3Y | +103.5% | +126.5% | -22.9% | +33.0% |
| All | +103.5% | +132.3% | -28.8% | +33.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling