+651.6%
PLTR vs XPO
+313.2%
+338.3%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +10.7% | +6.9% | +3.8% | +7.5% |
| 30D | -17.8% | +4.1% | -21.9% | -19.3% |
| 3M | +0.3% | -9.7% | +10.1% | +4.6% |
| 6M | +26.2% | -3.8% | +30.0% | +26.8% |
| YTD | -3.5% | +38.8% | -42.2% | -21.7% |
| 1Y | -6.8% | +34.2% | -41.1% | -23.4% |
| 3Y | +772.3% | +126.9% | +645.4% | +393.3% |
| 5Y | +651.6% | +297.5% | +354.1% | +162.6% |
| All | +651.6% | +313.2% | +338.3% | +162.6% |
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