+27.2%
NFLX vs XPO
+262.4%
-235.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.2% |
| 7D | -8.1% | -0.9% | -7.2% | -8.0% |
| 30D | -0.3% | -8.1% | +7.8% | +1.5% |
| 3M | -6.6% | -19.0% | +12.4% | -2.2% |
| 6M | -22.7% | -5.2% | -17.5% | -22.7% |
| YTD | -18.9% | +35.6% | -54.5% | -26.9% |
| 1Y | -39.8% | +41.1% | -80.9% | -46.8% |
| 3Y | +71.7% | +157.9% | -86.2% | +14.0% |
| 5Y | +27.2% | +265.6% | -238.4% | -35.8% |
| All | +27.2% | +262.4% | -235.2% | -35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling