+1.2%
RGEN vs XPO
+153.8%
-152.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -1.1% |
| 7D | -4.6% | -0.9% | -3.6% | -4.3% |
| 30D | +1.2% | -8.1% | +9.2% | +3.8% |
| 3M | +26.8% | -19.0% | +45.9% | +34.8% |
| 6M | +29.1% | -5.2% | +34.2% | +29.5% |
| YTD | +0.7% | +35.6% | -34.8% | -11.5% |
| 1Y | +39.1% | +41.1% | -2.0% | +19.4% |
| All | +1.2% | +153.8% | -152.6% | -19.6% |
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