+94.0%
PSX vs XPO
+35.7%
+58.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.9% | +1.7% |
| 7D | +6.4% | +6.9% | -0.4% | +5.7% |
| 30D | -10.2% | +4.1% | -14.3% | -10.5% |
| 3M | +17.2% | -9.7% | +26.9% | +18.2% |
| 6M | +51.8% | -3.8% | +55.5% | +52.1% |
| YTD | +108.0% | +38.8% | +69.2% | +84.6% |
| All | +94.0% | +35.7% | +58.4% | +70.7% |
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 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