+130.9%
RRC vs XPO
+315.9%
-184.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.2% |
| 7D | -0.5% | +0.5% | -1.0% | -0.6% |
| 30D | +25.2% | +4.7% | +20.5% | +24.0% |
| 3M | +27.8% | -7.1% | +34.9% | +29.2% |
| 6M | +27.2% | -6.3% | +33.5% | +27.8% |
| YTD | +48.2% | +39.1% | +9.1% | +35.4% |
| 1Y | +34.7% | +36.7% | -2.0% | +23.3% |
| 3Y | +62.2% | +127.4% | -65.2% | +25.7% |
| 5Y | +130.9% | +315.0% | -184.1% | +35.8% |
| All | +130.9% | +315.9% | -184.9% | +35.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling