+790.0%
NOW vs XPO
+1,450.2%
-660.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -1.6% | -3.4% | -4.5% |
| 7D | -6.1% | +2.7% | -8.8% | -6.9% |
| 30D | +7.5% | -6.2% | +13.7% | +9.2% |
| 3M | +17.5% | -15.4% | +32.9% | +22.3% |
| 6M | +7.9% | +0.7% | +7.2% | +5.9% |
| YTD | -12.4% | +39.8% | -52.2% | -23.5% |
| 1Y | -28.6% | +43.3% | -71.9% | -38.6% |
| 3Y | +11.8% | +166.0% | -154.2% | -24.2% |
| 5Y | +2.6% | +274.2% | -271.5% | -40.8% |
| 10Y | +790.0% | +1,429.0% | -639.1% | +243.4% |
| All | +790.0% | +1,450.2% | -660.2% | +243.4% |
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