+6.2%
RRX vs XPO
+153.8%
-147.7%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.1% | +0.5% | -1.1% |
| 7D | -0.7% | -0.9% | +0.2% | -0.4% |
| 30D | -8.0% | -8.1% | +0.1% | -4.5% |
| 3M | -25.1% | -19.0% | -6.0% | -17.6% |
| 6M | -18.3% | -5.2% | -13.1% | -16.4% |
| YTD | +14.2% | +35.6% | -21.4% | +0.2% |
| 1Y | +13.0% | +41.1% | -28.1% | -3.1% |
| All | +6.2% | +153.8% | -147.7% | -23.9% |
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