+29.7%
Q vs XPO
+49.5%
-19.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +3.0% |
| 7D | +6.7% | +2.7% | +4.1% | +5.4% |
| 30D | -10.6% | -6.2% | -4.4% | -8.0% |
| 3M | -14.6% | -15.4% | +0.8% | -8.7% |
| 6M | +12.1% | +0.7% | +11.3% | +10.4% |
| YTD | +51.3% | +39.8% | +11.4% | +34.9% |
| All | +29.7% | +49.5% | -19.8% | +12.4% |
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