+213.2%
RSP vs XPO
+1,356.2%
-1,143.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | +0.7% | -1.5% | +2.3% | +1.1% |
| 30D | +3.7% | +2.6% | +1.1% | +2.9% |
| 3M | +0.7% | -6.1% | +6.8% | +1.9% |
| 6M | +9.0% | -8.0% | +17.0% | +10.4% |
| YTD | +16.7% | +38.5% | -21.8% | +6.2% |
| 1Y | +19.0% | +35.0% | -16.1% | +8.7% |
| 3Y | +64.7% | +126.5% | -61.7% | +26.5% |
| 5Y | +49.6% | +315.4% | -265.8% | -7.1% |
| 10Y | +213.2% | +1,272.1% | -1,059.0% | +46.0% |
| All | +213.2% | +1,356.2% | -1,143.1% | +46.0% |
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