+56.8%
RGTI vs XPO
+261.3%
-204.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | +0.5% | -5.7% | +6.1% | +2.9% |
| 30D | -17.1% | -12.8% | -4.3% | -12.2% |
| 3M | -26.0% | -20.0% | -6.0% | -19.1% |
| 6M | -9.9% | -6.0% | -3.8% | -8.4% |
| YTD | -31.1% | +34.0% | -65.1% | -40.1% |
| 1Y | -8.5% | +35.6% | -44.1% | -21.6% |
| 3Y | +652.2% | +152.3% | +499.9% | +366.7% |
| All | +56.8% | +261.3% | -204.5% | -27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling