+6,647.9%
PWR vs XPO
+10,300.9%
-3,653.1%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.0% |
| 7D | +11.3% | +9.0% | +2.3% | +9.9% |
| 30D | -8.9% | +4.2% | -13.0% | -9.3% |
| 3M | -10.5% | -8.7% | -1.9% | -9.3% |
| 6M | -22.2% | -2.8% | -19.4% | -21.9% |
| YTD | +42.7% | +41.9% | +0.9% | +35.1% |
| 1Y | +41.1% | +42.3% | -1.2% | +33.4% |
| 3Y | +242.7% | +127.3% | +115.5% | +197.6% |
| 5Y | +418.5% | +306.4% | +112.1% | +306.1% |
| 10Y | +1,855.0% | +1,290.9% | +564.0% | +1,223.0% |
| All | +6,647.9% | +10,300.9% | -3,653.1% | +3,926.1% |
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 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