+6,375.4%
ORLY vs XPO
+9,839.2%
-3,463.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.4% |
| 7D | -1.0% | -0.9% | -0.1% | -1.0% |
| 30D | -6.7% | -8.1% | +1.4% | -6.1% |
| 3M | -3.8% | -19.0% | +15.2% | -2.4% |
| 6M | -9.0% | -5.2% | -3.8% | -8.8% |
| YTD | -5.6% | +35.6% | -41.2% | -8.2% |
| 1Y | -19.5% | +41.1% | -60.6% | -22.1% |
| 3Y | +34.7% | +157.9% | -123.2% | +22.9% |
| 5Y | +118.0% | +265.6% | -147.6% | +90.5% |
| 10Y | +364.1% | +1,516.8% | -1,152.7% | +268.8% |
| All | +6,375.4% | +9,839.2% | -3,463.7% | +4,681.2% |
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 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