+116.3%
PLTU vs XPO
+17.2%
+99.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -8.1% | -5.7% | -2.5% | -4.8% |
| 30D | -7.0% | -12.8% | +5.8% | +0.9% |
| 3M | +40.0% | -20.0% | +60.0% | +59.2% |
| 6M | -6.0% | -6.0% | +0.1% | -6.6% |
| YTD | -37.1% | +34.0% | -71.1% | -54.6% |
| 1Y | -33.1% | +35.6% | -68.7% | -53.3% |
| All | +116.3% | +17.2% | +99.1% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling