+21.6%
IQV vs XPO
+151.0%
-129.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -2.2% | -5.7% | +3.4% | -0.9% |
| 30D | +8.3% | -12.8% | +21.1% | +11.6% |
| 3M | +44.6% | -20.0% | +64.6% | +51.7% |
| 6M | +52.6% | -6.0% | +58.6% | +53.1% |
| YTD | +16.1% | +34.0% | -17.9% | +5.8% |
| 1Y | +37.3% | +35.6% | +1.7% | +24.0% |
| 3Y | +21.6% | +152.3% | -130.7% | +0.7% |
| All | +21.6% | +151.0% | -129.4% | +0.7% |
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