-9.6%
PATH vs XPO
+33.2%
-42.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -2.3% | -1.5% | -0.7% | -2.1% |
| 30D | -4.8% | +2.6% | -7.4% | -5.2% |
| 3M | -17.7% | -6.1% | -11.6% | -16.9% |
| 6M | +18.9% | -8.0% | +26.9% | +20.1% |
| YTD | -21.7% | +38.5% | -60.2% | -30.2% |
| 1Y | -9.6% | +35.0% | -44.7% | -18.3% |
| All | -9.6% | +33.2% | -42.9% | -18.3% |
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