+6,897.8%
PWR vs XPO
+10,316.6%
-3,418.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.5% | -3.8% | 0.0% |
| 7D | +3.6% | +2.4% | +1.2% | +3.2% |
| 30D | -8.6% | -3.5% | -5.0% | -8.1% |
| 3M | -13.2% | -11.9% | -1.2% | -11.6% |
| 6M | +9.9% | -10.0% | +19.9% | +11.3% |
| YTD | +48.0% | +42.1% | +6.0% | +40.0% |
| 1Y | +66.2% | +47.6% | +18.6% | +55.9% |
| 3Y | +195.1% | +153.6% | +41.5% | +151.7% |
| 5Y | +442.6% | +266.5% | +176.0% | +329.8% |
| 10Y | +2,334.2% | +1,460.4% | +873.8% | +1,531.6% |
| All | +6,897.8% | +10,316.6% | -3,418.8% | +4,072.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling