+2,490.2%
NVDL vs XPO
+368.6%
+2,121.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -10.3% | -5.7% | -4.7% | -7.3% |
| 30D | -7.1% | -12.8% | +5.7% | +0.3% |
| 3M | +6.6% | -20.0% | +26.6% | +20.1% |
| 6M | +21.1% | -6.0% | +27.1% | +24.3% |
| YTD | +15.2% | +34.0% | -18.8% | -5.4% |
| 1Y | +18.8% | +35.6% | -16.8% | -5.5% |
| 3Y | +649.9% | +152.3% | +497.6% | +332.3% |
| All | +2,490.2% | +368.6% | +2,121.6% | +972.2% |
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