-77.0%
PLTD vs XPO
+19.6%
-96.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +1.8% |
| 7D | +4.5% | +2.7% | +1.9% | +5.3% |
| 30D | -0.7% | -6.2% | +5.4% | -2.7% |
| 3M | -31.0% | -15.4% | -15.6% | -33.9% |
| 6M | -24.8% | +0.7% | -25.6% | -23.2% |
| YTD | -18.6% | +39.8% | -58.4% | -4.4% |
| 1Y | -31.8% | +43.3% | -75.1% | -18.4% |
| All | -77.0% | +19.6% | -96.6% | -69.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling