+17.9%
LMT vs XPO
+53.4%
-35.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.5% | -5.9% | -1.8% |
| 7D | -6.3% | +2.4% | -8.7% | -6.4% |
| 30D | -8.5% | -3.5% | -5.0% | -8.3% |
| 3M | +1.8% | -11.9% | +13.8% | +2.7% |
| 6M | -19.9% | -10.0% | -10.0% | -19.4% |
| YTD | +10.6% | +42.1% | -31.5% | +6.5% |
| 1Y | +17.9% | +47.6% | -29.6% | +12.8% |
| All | +17.9% | +53.4% | -35.5% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling