+65.0%
RRC vs XPO
+1,266.4%
-1,201.4%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.2% |
| 7D | +6.4% | +9.0% | -2.6% | +4.1% |
| 30D | +23.9% | +4.2% | +19.7% | +22.5% |
| 3M | +30.2% | -8.7% | +38.8% | +32.6% |
| 6M | +26.3% | -2.8% | +29.0% | +25.8% |
| YTD | +48.1% | +41.9% | +6.2% | +31.6% |
| 1Y | +37.7% | +42.3% | -4.7% | +21.9% |
| 3Y | +60.3% | +127.3% | -67.0% | +17.9% |
| 5Y | +135.3% | +306.4% | -171.1% | +36.9% |
| All | +65.0% | +1,266.4% | -1,201.4% | -29.3% |
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