+2,896.3%
KLAC vs XPO
+1,516.3%
+1,380.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.0% | +2.0% |
| 7D | -2.7% | -5.7% | +3.0% | -0.3% |
| 30D | -13.2% | -12.8% | -0.4% | -8.1% |
| 3M | -25.0% | -20.0% | -5.0% | -17.7% |
| 6M | +23.6% | -6.0% | +29.6% | +27.1% |
| YTD | +49.2% | +34.0% | +15.2% | +32.8% |
| 1Y | +89.3% | +35.6% | +53.8% | +65.6% |
| 3Y | +274.4% | +152.3% | +122.1% | +141.6% |
| 5Y | +440.9% | +264.4% | +176.6% | +181.6% |
| All | +2,896.3% | +1,516.3% | +1,380.0% | +895.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling