+515.6%
IQV vs XPO
+3,224.5%
-2,708.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.6% | -1.6% | -2.8% |
| 7D | +0.3% | +2.7% | -2.4% | -0.4% |
| 30D | +8.6% | -6.2% | +14.8% | +10.1% |
| 3M | +41.1% | -15.4% | +56.5% | +46.3% |
| 6M | +48.6% | +0.7% | +47.8% | +46.8% |
| YTD | +15.0% | +39.8% | -24.8% | +4.0% |
| 1Y | +38.1% | +43.3% | -5.2% | +23.4% |
| 3Y | +21.4% | +166.0% | -144.6% | -10.2% |
| 5Y | -1.0% | +274.2% | -275.2% | -35.7% |
| 10Y | +233.0% | +1,429.0% | -1,196.1% | +60.2% |
| All | +515.6% | +3,224.5% | -2,708.9% | +160.3% |
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