+196.2%
PAAS vs XPO
+1,266.4%
-1,070.2%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.9% |
| 7D | -8.9% | +9.0% | -17.9% | -9.9% |
| 30D | -11.4% | +4.2% | -15.6% | -11.9% |
| 3M | -20.4% | -8.7% | -11.8% | -19.7% |
| 6M | -40.7% | -2.8% | -37.9% | -40.7% |
| YTD | -26.9% | +41.9% | -68.8% | -30.4% |
| 1Y | -3.1% | +42.3% | -45.4% | -7.7% |
| 3Y | +199.3% | +127.3% | +72.0% | +161.8% |
| 5Y | +48.3% | +306.4% | -258.1% | +16.4% |
| All | +196.2% | +1,266.4% | -1,070.2% | +156.5% |
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