-6.3%
PFGC vs XPO
+53.4%
-59.7%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -1.0% |
| 7D | -2.2% | +2.4% | -4.6% | -2.5% |
| 30D | -11.9% | -3.5% | -8.4% | -11.7% |
| 3M | +5.0% | -11.9% | +16.9% | +6.3% |
| 6M | +8.6% | -10.0% | +18.6% | +9.0% |
| YTD | +9.7% | +42.1% | -32.4% | +7.7% |
| 1Y | -6.3% | +47.6% | -53.9% | -7.3% |
| All | -6.3% | +53.4% | -59.7% | -7.3% |
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