+451.9%
PWR vs XPO
+262.4%
+189.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.1% | +1.2% | -1.1% |
| 7D | +2.7% | -0.9% | +3.6% | +2.9% |
| 30D | -5.1% | -8.1% | +3.0% | -3.0% |
| 3M | -9.4% | -19.0% | +9.7% | -4.3% |
| 6M | +10.4% | -5.2% | +15.6% | +11.4% |
| YTD | +48.6% | +35.6% | +13.1% | +35.7% |
| 1Y | +68.0% | +41.1% | +26.9% | +50.8% |
| 3Y | +204.7% | +157.9% | +46.8% | +119.7% |
| 5Y | +451.9% | +265.6% | +186.3% | +242.5% |
| All | +451.9% | +262.4% | +189.5% | +242.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling