+186.2%
ITUB vs XPO
+261.3%
-75.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | +2.2% | -5.7% | +7.9% | +3.0% |
| 30D | +12.6% | -12.8% | +25.4% | +14.6% |
| 3M | +6.4% | -20.0% | +26.4% | +9.4% |
| 6M | +0.6% | -6.0% | +6.6% | +1.0% |
| YTD | +18.8% | +34.0% | -15.2% | +14.1% |
| 1Y | +31.0% | +35.6% | -4.5% | +25.2% |
| 3Y | +118.1% | +152.3% | -34.2% | +83.9% |
| All | +186.2% | +261.3% | -75.1% | +120.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling