+1,972.6%
NOW vs XPO
+3,048.5%
-1,075.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.6% | -0.5% |
| 7D | -3.0% | -6.7% | +3.7% | -1.2% |
| 30D | -26.0% | -1.9% | -24.1% | -25.7% |
| 3M | -13.1% | -9.9% | -3.2% | -11.0% |
| 6M | +14.5% | -16.4% | +30.9% | +19.0% |
| YTD | -33.4% | +30.2% | -63.6% | -40.3% |
| 1Y | -40.6% | +29.9% | -70.5% | -46.8% |
| 3Y | -16.3% | +122.6% | -138.9% | -38.2% |
| 5Y | -26.3% | +278.9% | -305.2% | -55.1% |
| 10Y | +512.7% | +1,375.3% | -862.6% | +146.2% |
| All | +1,972.6% | +3,048.5% | -1,075.9% | +614.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling