-93.1%
IOVA vs XPO
+5,603.8%
-5,696.9%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -1.4% | +6.9% | -8.3% | -3.3% |
| 30D | -47.4% | +4.1% | -51.5% | -48.1% |
| 3M | +13.2% | -9.7% | +22.9% | +15.9% |
| 6M | +114.3% | -3.8% | +118.1% | +113.4% |
| YTD | +179.5% | +38.8% | +140.7% | +146.5% |
| 1Y | +200.4% | +34.2% | +166.2% | +167.3% |
| 3Y | +92.2% | +126.9% | -34.7% | +44.7% |
| 5Y | -63.8% | +297.5% | -361.3% | -77.6% |
| 10Y | +0.4% | +1,260.5% | -1,260.1% | -58.8% |
| All | -93.1% | +5,603.8% | -5,696.9% | -97.9% |
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 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