+185.5%
PAAS vs XPO
+1,356.2%
-1,170.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | +4.2% | -1.5% | +5.7% | +4.3% |
| 30D | -13.8% | +2.6% | -16.4% | -14.2% |
| 3M | -22.7% | -6.1% | -16.6% | -22.3% |
| 6M | -32.1% | -8.0% | -24.1% | -31.7% |
| YTD | -22.3% | +38.5% | -60.8% | -25.7% |
| 1Y | +7.7% | +35.0% | -27.4% | +3.2% |
| 3Y | +214.0% | +126.5% | +87.6% | +175.0% |
| 5Y | +63.2% | +315.4% | -252.2% | +28.0% |
| 10Y | +185.5% | +1,272.1% | -1,086.6% | +154.5% |
| All | +185.5% | +1,356.2% | -1,170.7% | +154.5% |
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 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