+514.0%
NOW vs XPO
+1,266.4%
-752.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.7% | +0.9% |
| 7D | +0.3% | +9.0% | -8.7% | -2.2% |
| 30D | -27.0% | +4.2% | -31.1% | -27.9% |
| 3M | -19.6% | -8.7% | -11.0% | -17.9% |
| 6M | +17.5% | -2.8% | +20.2% | +17.1% |
| YTD | -33.3% | +41.9% | -75.1% | -42.2% |
| 1Y | -39.8% | +42.3% | -82.2% | -48.0% |
| 3Y | -19.9% | +127.3% | -147.2% | -43.0% |
| 5Y | -26.1% | +306.4% | -332.4% | -58.5% |
| All | +514.0% | +1,266.4% | -752.4% | +134.0% |
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