-8.6%
PATH vs XPO
+35.6%
-44.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.4% |
| 7D | -2.7% | +0.5% | -3.2% | -2.8% |
| 30D | -1.4% | +4.7% | -6.0% | -2.0% |
| 3M | -16.4% | -7.1% | -9.3% | -15.5% |
| 6M | +23.3% | -6.3% | +29.5% | +24.2% |
| YTD | -19.8% | +39.1% | -58.9% | -28.7% |
| 1Y | -8.6% | +36.7% | -45.2% | -17.3% |
| All | -8.6% | +35.6% | -44.2% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling