+267.4%
RTX vs XPO
+1,266.4%
-999.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.4% |
| 7D | +4.8% | +9.0% | -4.2% | +2.8% |
| 30D | +6.5% | +4.2% | +2.3% | +5.5% |
| 3M | -9.6% | -8.7% | -1.0% | -8.1% |
| 6M | +12.3% | -2.8% | +15.1% | +12.1% |
| YTD | +9.5% | +41.9% | -32.4% | -0.6% |
| 1Y | +15.8% | +42.3% | -26.5% | +4.8% |
| 3Y | +157.0% | +127.3% | +29.7% | +95.9% |
| 5Y | +148.8% | +306.4% | -157.6% | +51.0% |
| All | +267.4% | +1,266.4% | -999.0% | +66.9% |
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 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