+1,134.0%
MPC vs XPO
+1,450.2%
-316.1%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.8% |
| 7D | +3.9% | +2.7% | +1.2% | +2.9% |
| 30D | +33.8% | -6.2% | +39.9% | +36.2% |
| 3M | +49.9% | -15.4% | +65.3% | +57.3% |
| 6M | +80.9% | +0.7% | +80.2% | +77.5% |
| YTD | +147.4% | +39.8% | +107.6% | +116.0% |
| 1Y | +123.2% | +43.3% | +79.9% | +90.9% |
| 3Y | +171.7% | +166.0% | +5.7% | +75.3% |
| 5Y | +678.6% | +274.2% | +404.4% | +307.6% |
| 10Y | +1,134.0% | +1,429.0% | -295.0% | +268.0% |
| All | +1,134.0% | +1,450.2% | -316.1% | +268.0% |
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 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