+67.9%
RIO vs XPO
+39.1%
+28.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.2% | -5.7% | +2.4% | -2.2% |
| 30D | +0.9% | -12.8% | +13.7% | +3.3% |
| 3M | -1.4% | -20.0% | +18.5% | +2.3% |
| 6M | +10.9% | -6.0% | +17.0% | +11.7% |
| YTD | +31.2% | +34.0% | -2.8% | +25.8% |
| 1Y | +67.9% | +35.6% | +32.4% | +61.7% |
| All | +67.9% | +39.1% | +28.9% | +61.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling