+427.9%
LIN vs XPO
+1,236.5%
-808.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.7% |
| 7D | +0.2% | +6.9% | -6.6% | -1.1% |
| 30D | +6.2% | +4.1% | +2.1% | +5.2% |
| 3M | +9.3% | -9.7% | +19.1% | +11.3% |
| 6M | +4.4% | -3.8% | +8.2% | +4.4% |
| YTD | +23.7% | +38.8% | -15.0% | +13.6% |
| 1Y | +23.5% | +34.2% | -10.8% | +13.9% |
| 3Y | +35.8% | +126.9% | -91.1% | +6.3% |
| 5Y | +65.9% | +297.5% | -231.6% | +7.9% |
| All | +427.9% | +1,236.5% | -808.6% | +154.7% |
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