+2,108.5%
LMT vs XPO
+10,152.6%
-8,044.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.6% | +3.6% | +2.2% |
| 7D | -1.5% | +2.7% | -4.2% | -1.7% |
| 30D | -8.2% | -6.2% | -2.1% | -7.9% |
| 3M | +3.7% | -15.4% | +19.1% | +4.7% |
| 6M | -19.2% | +0.7% | -19.9% | -19.4% |
| YTD | +12.9% | +39.8% | -27.0% | +10.2% |
| 1Y | +19.8% | +43.3% | -23.5% | +16.6% |
| 3Y | +37.3% | +166.0% | -128.8% | +26.7% |
| 5Y | +74.4% | +274.2% | -199.8% | +54.9% |
| 10Y | +188.9% | +1,429.0% | -1,240.1% | +132.7% |
| All | +2,108.5% | +10,152.6% | -8,044.1% | +1,503.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling