+26.3%
M vs XPO
+33.2%
-7.0%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +5.0% | -1.5% | +6.6% | +5.5% |
| 30D | +10.6% | +2.6% | +8.0% | +9.5% |
| 3M | +1.6% | -6.1% | +7.7% | +3.3% |
| 6M | +30.8% | -8.0% | +38.8% | +33.0% |
| YTD | +16.9% | +38.5% | -21.6% | -5.1% |
| 1Y | +26.3% | +35.0% | -8.8% | +3.0% |
| All | +26.3% | +33.2% | -7.0% | +3.0% |
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