+95.9%
RIO vs XPO
+153.8%
-57.9%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.3% |
| 7D | +1.0% | -0.9% | +1.9% | +1.1% |
| 30D | +4.0% | -8.1% | +12.1% | +5.2% |
| 3M | +4.5% | -19.0% | +23.6% | +7.4% |
| 6M | +17.3% | -5.2% | +22.5% | +17.8% |
| YTD | +36.2% | +35.6% | +0.6% | +30.4% |
| 1Y | +76.1% | +41.1% | +35.0% | +67.4% |
| All | +95.9% | +153.8% | -57.9% | +70.2% |
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