+27.4%
MKC vs XPO
+1,516.3%
-1,488.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -1.5% | -5.7% | +4.2% | -1.0% |
| 30D | -3.1% | -12.8% | +9.7% | -2.1% |
| 3M | +5.2% | -20.0% | +25.2% | +7.0% |
| 6M | -12.8% | -6.0% | -6.8% | -12.6% |
| YTD | -23.3% | +34.0% | -57.3% | -25.4% |
| 1Y | -24.1% | +35.6% | -59.7% | -26.5% |
| 3Y | -32.1% | +152.3% | -184.4% | -38.8% |
| 5Y | -32.8% | +264.4% | -297.2% | -42.7% |
| All | +27.4% | +1,516.3% | -1,488.9% | -3.8% |
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 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