+715.0%
P vs XPO
+1,450.2%
-735.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.2% |
| 7D | +7.8% | +2.7% | +5.2% | +6.8% |
| 30D | +12.3% | -6.2% | +18.5% | +14.9% |
| 3M | +37.1% | -15.4% | +52.5% | +45.1% |
| 6M | +66.1% | +0.7% | +65.3% | +64.2% |
| YTD | +50.9% | +39.8% | +11.1% | +31.6% |
| 1Y | +27.2% | +43.3% | -16.1% | +8.4% |
| 3Y | +158.7% | +166.0% | -7.4% | +68.4% |
| 5Y | +291.1% | +274.2% | +16.9% | +109.5% |
| 10Y | +715.0% | +1,429.0% | -714.1% | +157.8% |
| All | +715.0% | +1,450.2% | -735.2% | +157.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling