+280.0%
RTX vs XPO
+1,517.7%
-1,237.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.5% |
| 7D | -2.0% | -1.3% | -0.7% | -1.7% |
| 30D | -11.2% | -10.4% | -0.9% | -9.2% |
| 3M | +12.0% | -15.7% | +27.7% | +15.7% |
| 6M | -3.6% | -6.3% | +2.8% | -3.1% |
| YTD | +9.2% | +34.2% | -25.0% | +0.5% |
| 1Y | +29.7% | +39.9% | -10.2% | +17.5% |
| 3Y | +152.0% | +155.2% | -3.3% | +84.8% |
| 5Y | +165.8% | +264.7% | -98.9% | +65.8% |
| All | +280.0% | +1,517.7% | -1,237.7% | +64.5% |
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