+331.9%
RCL vs XPO
+1,266.4%
-934.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | -0.7% |
| 7D | -1.2% | +9.0% | -10.2% | -5.3% |
| 30D | +17.8% | +4.2% | +13.7% | +15.3% |
| 3M | +4.9% | -8.7% | +13.6% | +8.9% |
| 6M | +23.7% | -2.8% | +26.5% | +23.4% |
| YTD | +17.8% | +41.9% | -24.0% | -4.1% |
| 1Y | +28.9% | +42.3% | -13.4% | +4.4% |
| 3Y | +241.9% | +127.3% | +114.6% | +98.0% |
| 5Y | +295.4% | +306.4% | -11.0% | +53.3% |
| All | +331.9% | +1,266.4% | -934.5% | +2.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling