+584.5%
RIO vs XPO
+1,516.3%
-931.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.2% | -5.7% | +2.4% | -2.0% |
| 30D | +0.9% | -12.8% | +13.7% | +3.9% |
| 3M | -1.4% | -20.0% | +18.5% | +3.2% |
| 6M | +10.9% | -6.0% | +17.0% | +11.8% |
| YTD | +31.2% | +34.0% | -2.8% | +21.5% |
| 1Y | +67.9% | +35.6% | +32.4% | +54.1% |
| 3Y | +88.8% | +152.3% | -63.5% | +42.0% |
| 5Y | +93.1% | +264.4% | -171.2% | +25.2% |
| All | +584.5% | +1,516.3% | -931.8% | +151.0% |
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