+1,560.5%
RIO vs XPO
+10,152.6%
-8,592.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.6% | +2.1% | +0.8% |
| 7D | +1.9% | +2.7% | -0.8% | +1.5% |
| 30D | +5.0% | -6.2% | +11.1% | +5.8% |
| 3M | +5.1% | -15.4% | +20.5% | +7.4% |
| 6M | +17.6% | +0.7% | +16.9% | +17.1% |
| YTD | +36.3% | +39.8% | -3.5% | +29.3% |
| 1Y | +71.2% | +43.3% | +27.9% | +61.4% |
| 3Y | +102.7% | +166.0% | -63.3% | +71.1% |
| 5Y | +99.6% | +274.2% | -174.6% | +56.3% |
| 10Y | +603.1% | +1,429.0% | -825.9% | +351.7% |
| All | +1,560.5% | +10,152.6% | -8,592.1% | +794.5% |
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