+2,712.1%
RGEN vs XPO
+10,316.6%
-7,604.5%
-78.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.5% | -5.7% | -1.9% |
| 7D | -4.9% | +2.4% | -7.3% | -5.3% |
| 30D | +5.7% | -3.5% | +9.2% | +6.3% |
| 3M | +32.4% | -11.9% | +44.4% | +34.8% |
| 6M | +33.2% | -10.0% | +43.1% | +34.8% |
| YTD | +2.3% | +42.1% | -39.8% | -4.2% |
| 1Y | +39.0% | +47.6% | -8.6% | +29.0% |
| 3Y | -4.6% | +153.6% | -158.2% | -19.3% |
| 5Y | -42.7% | +266.5% | -309.2% | -55.0% |
| 10Y | +433.6% | +1,460.4% | -1,026.9% | +239.4% |
| All | +2,712.1% | +10,316.6% | -7,604.5% | +1,206.3% |
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