+898.3%
NVDA vs XPO
+261.5%
+636.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | +0.5% |
| 7D | -0.3% | -0.9% | +0.6% | 0.0% |
| 30D | +2.8% | -8.1% | +10.9% | +6.7% |
| 3M | +7.4% | -19.0% | +26.5% | +17.5% |
| 6M | +22.6% | -5.2% | +27.8% | +23.7% |
| YTD | +20.1% | +35.6% | -15.5% | +0.1% |
| 1Y | +31.2% | +41.1% | -9.9% | +5.0% |
| 3Y | +391.7% | +157.9% | +233.8% | +150.5% |
| All | +898.3% | +261.5% | +636.8% | +263.5% |
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