+105.7%
PLTU vs XPO
+24.1%
+81.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.2% | -6.5% | -5.6% |
| 7D | +9.0% | +9.0% | +0.1% | +3.4% |
| 30D | -33.0% | +4.2% | -37.2% | -34.4% |
| 3M | -19.0% | -8.7% | -10.3% | -14.5% |
| 6M | +30.4% | -2.8% | +33.2% | +31.4% |
| YTD | -40.2% | +41.9% | -82.0% | -58.3% |
| 1Y | -37.8% | +42.3% | -80.1% | -57.0% |
| All | +105.7% | +24.1% | +81.6% | +31.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling