-47.1%
PLTU vs XPO
+38.8%
-85.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -4.1% |
| 7D | -24.5% | +3.5% | -28.0% | -25.2% |
| 30D | -20.2% | +2.8% | -23.0% | -20.8% |
| 3M | +3.1% | -7.5% | +10.6% | +5.2% |
| 6M | +8.7% | -5.9% | +14.7% | +10.0% |
| YTD | -36.2% | +38.4% | -74.6% | -47.9% |
| 1Y | -47.1% | +33.7% | -80.8% | -55.6% |
| All | -47.1% | +38.8% | -85.9% | -55.6% |
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 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