+122.7%
PLTU vs XPO
+18.6%
+104.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.1% | +2.3% | +1.1% |
| 7D | -0.8% | -0.9% | +0.2% | -0.6% |
| 30D | -8.8% | -8.1% | -0.7% | -4.4% |
| 3M | +41.7% | -19.0% | +60.7% | +59.8% |
| 6M | -9.3% | -5.2% | -4.1% | -10.4% |
| YTD | -35.2% | +35.6% | -70.8% | -53.6% |
| 1Y | -29.5% | +41.1% | -70.6% | -52.5% |
| All | +122.7% | +18.6% | +104.1% | +45.8% |
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