+6.8%
NOW vs XPO
+265.7%
-258.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.5% | -7.5% | -4.3% |
| 7D | -2.4% | +2.4% | -4.8% | -3.2% |
| 30D | +20.5% | -3.5% | +24.0% | +21.5% |
| 3M | +18.3% | -11.9% | +30.3% | +22.1% |
| 6M | +24.1% | -10.0% | +34.0% | +25.5% |
| YTD | -7.8% | +42.1% | -49.9% | -21.9% |
| 1Y | -21.4% | +47.6% | -69.0% | -35.0% |
| 3Y | +19.5% | +153.6% | -134.0% | -25.6% |
| All | +6.8% | +265.7% | -258.9% | -47.9% |
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