+1,070.5%
RCL vs XPO
+10,316.6%
-9,246.1%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.6% | -1.2% |
| 7D | -5.1% | +2.4% | -7.5% | -5.7% |
| 30D | -19.0% | -3.5% | -15.5% | -18.4% |
| 3M | -9.6% | -11.9% | +2.4% | -7.3% |
| 6M | -6.7% | -10.0% | +3.3% | -4.9% |
| YTD | -3.9% | +42.1% | -46.0% | -12.0% |
| 1Y | -25.1% | +47.6% | -72.7% | -32.3% |
| 3Y | +179.1% | +153.6% | +25.5% | +118.9% |
| 5Y | +243.3% | +266.5% | -23.2% | +143.2% |
| 10Y | +325.8% | +1,460.4% | -1,134.7% | +143.2% |
| All | +1,070.5% | +10,316.6% | -9,246.1% | +443.0% |
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 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