+217.3%
RRX vs XPO
+1,516.3%
-1,299.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.1% | +3.8% | +3.7% |
| 7D | -0.3% | -5.7% | +5.3% | +2.0% |
| 30D | -6.1% | -12.8% | +6.7% | -1.0% |
| 3M | -23.1% | -20.0% | -3.1% | -16.3% |
| 6M | -19.5% | -6.0% | -13.5% | -17.6% |
| YTD | +16.1% | +34.0% | -18.0% | +3.7% |
| 1Y | +12.9% | +35.6% | -22.6% | -0.2% |
| 3Y | +7.9% | +152.3% | -144.4% | -27.2% |
| 5Y | +19.1% | +264.4% | -245.3% | -34.3% |
| All | +217.3% | +1,516.3% | -1,299.0% | -6.0% |
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