+412.1%
LIN vs XPO
+1,356.2%
-944.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | +2.0% | -1.5% | +3.5% | +2.2% |
| 30D | +7.9% | +2.6% | +5.3% | +7.2% |
| 3M | +6.3% | -6.1% | +12.4% | +7.3% |
| 6M | +6.5% | -8.0% | +14.5% | +7.5% |
| YTD | +23.6% | +38.5% | -14.9% | +13.6% |
| 1Y | +25.7% | +35.0% | -9.3% | +15.9% |
| 3Y | +35.6% | +126.5% | -90.9% | +6.2% |
| 5Y | +65.9% | +315.4% | -249.6% | +6.9% |
| 10Y | +412.1% | +1,272.1% | -860.1% | +148.3% |
| All | +412.1% | +1,356.2% | -944.2% | +148.3% |
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 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