+417.3%
LIN vs XPO
+1,421.2%
-1,003.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.3% | -5.3% | -0.3% |
| 7D | +0.1% | -1.9% | +2.0% | +0.4% |
| 30D | +7.6% | +2.5% | +5.1% | +6.9% |
| 3M | +6.5% | -7.2% | +13.7% | +7.8% |
| 6M | +6.2% | -8.1% | +14.2% | +7.2% |
| YTD | +23.2% | +38.3% | -15.1% | +13.3% |
| 1Y | +25.4% | +33.6% | -8.2% | +15.9% |
| 3Y | +38.3% | +133.1% | -94.8% | +7.6% |
| 5Y | +64.4% | +308.9% | -244.5% | +6.4% |
| 10Y | +417.3% | +1,371.8% | -954.5% | +144.9% |
| All | +417.3% | +1,421.2% | -1,003.9% | +144.9% |
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